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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 | $690,498 | $176,120+292.1% | $159,487+332.9% | $167,553+312.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.77% | 331.95%-310.2pp | 263.71%-241.9pp | 478.89%-457.1pp |
| Employer contribution / active EE | $13,136 | $5,299+147.9% | $4,831+171.9% | $4,840+171.4% |
| Participant deferral / active EE | $15,152 | $7,752+95.5% | $7,354+106.0% | $6,343+138.9% |
| Admin fee / account holder | $819 | $12,561-93.5% | $10,804-92.4% | $12,316-93.4% |