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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 | $686,449 | $169,237+305.6% | $129,339+430.7% | $145,978+370.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.70% | 14364.43%-14345.7pp | 9437.05%-9418.4pp | 550.52%-531.8pp |
| Employer contribution / active EE | $800 | $5,540-85.6% | $4,154-80.7% | $4,662-82.8% |
| Participant deferral / active EE | $4,354 | $4,991-12.8% | $4,170+4.4% | $6,690-34.9% |
| Admin fee / account holder | $4,373 | $9,882-55.8% | $7,668-43.0% | $13,400-67.4% |