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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 | $559,956 | $107,079+422.9% | $151,266+270.2% | $87,485+540.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 19.84% | 22.17%-2.3pp | 180.60%-160.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $11,913 | $3,174+275.3% | $4,237+181.2% | $2,596+358.9% |
| Participant deferral / active EE | $20,126 | $5,789+247.7% | $7,337+174.3% | $4,274+370.9% |
| Admin fee / account holder | $4,107 | $8,059-49.0% | $13,159-68.8% | $7,775-47.2% |