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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 | $796,633 | $217,432+266.4% | $185,849+328.6% | $167,536+375.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.71% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $16,616 | $5,875+182.8% | $5,169+221.5% | $4,839+243.4% |
| Participant deferral / active EE | $15,454 | $6,357+143.1% | $5,569+177.5% | $6,342+143.7% |
| Admin fee / account holder | $2,286 | $19,818-88.5% | $16,244-85.9% | $12,315-81.4% |