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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 | $786,643 | $201,344+290.7% | $184,243+327.0% | $145,877+439.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.41% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $48,349 | $7,022+588.5% | $6,427+652.3% | $4,663+936.9% |
| Participant deferral / active EE | $22,900 | $9,807+133.5% | $9,132+150.8% | $6,691+242.3% |
| Admin fee / account holder | $3,157 | $16,382-80.7% | $13,914-77.3% | $13,402-76.4% |