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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 | $903,562 | $183,592+392.2% | $155,567+480.8% | $145,959+519.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.49% | 61.24%-43.7pp | 64.74%-47.2pp | 561.95%-544.5pp |
| Employer contribution / active EE | $21,168 | $5,315+298.3% | $4,674+352.9% | $4,661+354.2% |
| Participant deferral / active EE | $16,800 | $6,464+159.9% | $5,628+198.5% | $6,689+151.2% |
| Admin fee / account holder | $5,435 | $19,318-71.9% | $15,916-65.9% | $13,398-59.4% |