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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 | $428,736 | $137,414+212.0% | $189,537+126.2% | $85,847+399.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.99% | 38.14%-19.2pp | 555.34%-536.3pp | 318.61%-299.6pp |
| Employer contribution / active EE | $12,498 | $4,344+187.7% | $6,161+102.9% | $2,565+387.2% |
| Participant deferral / active EE | $17,160 | $6,260+174.1% | $8,220+108.8% | $3,952+334.2% |
| Admin fee / account holder | $3,564 | $8,630-58.7% | $12,048-70.4% | $6,261-43.1% |