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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 | $738,836 | $69,118+968.9% | $53,647+1277.2% | $138,895+431.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 10.94% | 248.26%-237.3pp | 358.33%-347.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $15,930 | $1,189+1239.3% | $962+1555.9% | $4,194+279.8% |
| Participant deferral / active EE | $13,600 | $2,274+498.1% | $1,813+650.1% | $6,396+112.6% |
| Admin fee / account holder | $5,888 | $2,724+116.2% | $2,460+139.4% | $12,562-53.1% |