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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 | $761,605 | $175,231+334.6% | $149,696+408.8% | $139,466+446.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $13,026 | $5,478+137.8% | $4,821+170.2% | $4,754+174.0% |
| Participant deferral / active EE | $12,378 | $6,521+89.8% | $5,682+117.8% | $6,712+84.4% |
| Admin fee / account holder | $3,286 | $16,155-79.7% | $13,212-75.1% | $11,409-71.2% |