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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 | $717,901 | $102,595+599.7% | $94,057+663.3% | $154,746+363.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.63% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $14,687 | $3,147+366.7% | $2,933+400.7% | $4,379+235.4% |
| Participant deferral / active EE | $26,240 | $5,118+412.7% | $4,709+457.2% | $6,730+289.9% |
| Admin fee / account holder | $2,990 | $7,736-61.3% | $7,244-58.7% | $14,365-79.2% |