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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 | $726,745 | $144,130+404.2% | $117,861+516.6% | $147,586+392.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.27% | 531.20%-519.9pp | 335.11%-323.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $15,873 | $4,897+224.1% | $3,786+319.2% | $4,876+225.5% |
| Participant deferral / active EE | $3,000 | $5,316-43.6% | $4,482-33.1% | $5,439-44.8% |
| Admin fee / account holder | $3,521 | $10,887-67.7% | $8,021-56.1% | $10,886-67.7% |