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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 | $72,071+896.1% | $68,368+950.1% | $137,256+423.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.63% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $14,687 | $2,788+426.8% | $2,649+454.5% | $4,156+253.4% |
| Participant deferral / active EE | $26,240 | $4,410+495.0% | $4,123+536.5% | $6,407+309.6% |
| Admin fee / account holder | $2,990 | $5,336-44.0% | $5,150-41.9% | $12,270-75.6% |