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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 | $559,450 | $67,823+724.9% | $52,425+967.2% | $137,256+307.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 27.95% | 219.11%-191.2pp | 302.12%-274.2pp | 220.34%-192.4pp |
| Employer contribution / active EE | $18,127 | $1,163+1458.7% | $914+1882.8% | $4,156+336.2% |
| Participant deferral / active EE | $18,264 | $2,288+698.2% | $1,790+920.1% | $6,407+185.1% |
| Admin fee / account holder | $1,373 | $2,844-51.7% | $2,495-45.0% | $12,270-88.8% |