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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 | $132,099+462.8% | $115,599+543.1% | $138,895+435.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.49% | 176.76%-159.3pp | 111.10%-93.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $25,953 | $3,416+659.7% | $2,955+778.1% | $4,194+518.8% |
| Participant deferral / active EE | $15,750 | $5,617+180.4% | $4,889+222.1% | $6,396+146.2% |
| Admin fee / account holder | $314 | $15,650-98.0% | $12,841-97.6% | $12,562-97.5% |