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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 | $443,935 | $126,519+250.9% | $106,201+318.0% | $145,959+204.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 225.10%-213.0pp | 116.26%-104.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $16,203 | $3,726+334.9% | $3,170+411.2% | $4,661+247.6% |
| Participant deferral / active EE | $26,310 | $5,716+360.3% | $5,012+424.9% | $6,689+293.4% |
| Admin fee / account holder | $14,212 | $17,312-17.9% | $11,039+28.7% | $13,398+6.1% |