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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 | $545,157 | $154,754+252.3% | $124,206+338.9% | $138,895+292.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.20% | 709.28%-691.1pp | 515.27%-497.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $10,936 | $4,446+146.0% | $3,540+208.9% | $4,194+160.7% |
| Participant deferral / active EE | $21,500 | $4,621+365.3% | $3,968+441.9% | $6,396+236.1% |
| Admin fee / account holder | $4,675 | $6,690-30.1% | $5,929-21.2% | $12,562-62.8% |