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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 | $622,939 | $105,200+492.1% | $159,474+290.6% | $85,847+625.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.29% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $12,670 | $3,319+281.8% | $4,831+162.3% | $2,565+393.9% |
| Participant deferral / active EE | $14,460 | $5,946+143.2% | $7,353+96.6% | $3,952+265.9% |
| Admin fee / account holder | $2,598 | $6,934-62.5% | $10,802-76.0% | $6,261-58.5% |