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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 | $655,666 | $154,193+325.2% | $130,045+404.2% | $139,466+370.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.3pp |
| Employer contribution / active EE | $27,500 | $5,292+419.7% | $4,321+536.4% | $4,754+478.5% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,820+415.5% | $6,712+347.0% |
| Admin fee / account holder | $4,411 | $13,989-68.5% | $10,600-58.4% | $11,409-61.3% |