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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654,604 | $157,829+314.8% | $136,867+378.3% | $198,609+229.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.12% | 51.25%-34.1pp | 42.97%-25.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $30,296 | $3,923+672.3% | $3,547+754.1% | $5,055+499.3% |
| Participant deferral / active EE | $23,500 | $5,463+330.2% | $4,924+377.3% | $6,977+236.8% |
| Admin fee / account holder | $2,947 | $11,107-73.5% | $10,340-71.5% | $19,030-84.5% |