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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 | $610,323 | $70,366+767.4% | $66,674+815.4% | $138,895+339.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.89% | 386.41%-370.5pp | 321.24%-305.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $17,849 | $2,765+545.5% | $2,620+581.3% | $4,194+325.6% |
| Participant deferral / active EE | $21,011 | $4,374+380.3% | $4,084+414.5% | $6,396+228.5% |
| Admin fee / account holder | $3,355 | $5,262-36.3% | $5,098-34.2% | $12,562-73.3% |