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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 | $644,146 | $102,595+527.9% | $94,057+584.8% | $154,746+316.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 26.75% | 583.42%-556.7pp | 480.62%-453.9pp | 172.34%-145.6pp |
| Employer contribution / active EE | $31,637 | $3,147+905.2% | $2,933+978.6% | $4,379+622.4% |
| Participant deferral / active EE | $22,030 | $5,118+330.4% | $4,709+367.8% | $6,730+227.3% |
| Admin fee / account holder | $2,029 | $7,736-73.8% | $7,244-72.0% | $14,365-85.9% |