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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 | $899,972 | $129,737+593.7% | $119,126+655.5% | $154,746+481.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.14% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $15,694 | $4,375+258.7% | $4,034+289.1% | $4,379+258.4% |
| Participant deferral / active EE | $14,117 | $5,842+141.7% | $5,318+165.5% | $6,730+109.8% |
| Admin fee / account holder | $7,014 | $11,961-41.4% | $10,693-34.4% | $14,365-51.2% |