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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 | $510,300 | $100,073+409.9% | $85,126+499.5% | $145,877+249.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.14% | 84.11%-67.0pp | 66.63%-49.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $17,541 | $3,236+442.0% | $2,731+542.2% | $4,663+276.2% |
| Participant deferral / active EE | $13,801 | $5,294+160.7% | $4,523+205.1% | $6,691+106.3% |
| Admin fee / account holder | $4,964 | $7,261-31.6% | $6,160-19.4% | $13,402-63.0% |