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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 | $726,232 | $137,414+428.5% | $189,537+283.2% | $85,847+746.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.53% | 38.14%-21.6pp | 555.34%-538.8pp | 318.61%-302.1pp |
| Employer contribution / active EE | $18,303 | $4,344+321.3% | $6,161+197.1% | $2,565+613.5% |
| Participant deferral / active EE | $12,102 | $6,260+93.3% | $8,220+47.2% | $3,952+206.2% |
| Admin fee / account holder | $2,719 | $8,630-68.5% | $12,048-77.4% | $6,261-56.6% |