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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 | $743,387 | $142,354+422.2% | $125,529+492.2% | $155,188+379.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 17.49% | 306.06%-288.6pp | 202.56%-185.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $25,953 | $3,501+641.2% | $3,058+748.8% | $4,248+511.0% |
| Participant deferral / active EE | $15,750 | $5,491+186.8% | $4,813+227.3% | $6,531+141.2% |
| Admin fee / account holder | $314 | $19,392-98.4% | $16,298-98.1% | $14,480-97.8% |