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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 | $743,986 | $180,749+311.6% | $160,784+362.7% | $137,256+442.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.30% | 2234.46%-2216.2pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $28,392 | $4,155+583.3% | $3,733+660.6% | $4,156+583.2% |
| Participant deferral / active EE | $13,092 | $6,844+91.3% | $6,293+108.0% | $6,407+104.3% |
| Admin fee / account holder | $5,457 | $10,397-47.5% | $9,717-43.8% | $12,270-55.5% |