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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 | $740,463 | $118,708+523.8% | $98,920+648.5% | $158,966+365.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 372.49%-360.9pp | 196.47%-184.9pp | 302.95%-291.4pp |
| Employer contribution / active EE | $14,175 | $3,334+325.2% | $2,689+427.1% | $4,762+197.6% |
| Participant deferral / active EE | $19,441 | $5,089+282.0% | $4,245+358.0% | $5,983+224.9% |
| Admin fee / account holder | $515 | $10,134-94.9% | $6,643-92.2% | $11,250-95.4% |