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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 | $72,071+808.3% | $68,368+857.5% | $137,256+376.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.12% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $30,296 | $2,788+986.7% | $2,649+1043.7% | $4,156+629.0% |
| Participant deferral / active EE | $23,500 | $4,410+432.9% | $4,123+470.0% | $6,407+266.8% |
| Admin fee / account holder | $2,947 | $5,336-44.8% | $5,150-42.8% | $12,270-76.0% |