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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 | $413,106 | $96,388+328.6% | $80,627+412.4% | $139,466+196.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1352.08%-1332.0pp | 936.76%-916.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $14,444 | $3,260+343.1% | $2,723+430.5% | $4,754+203.8% |
| Participant deferral / active EE | $17,256 | $5,224+230.3% | $4,443+288.4% | $6,712+157.1% |
| Admin fee / account holder | $3,828 | $6,603-42.0% | $5,381-28.9% | $11,409-66.4% |