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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 | $734,319 | $118,680+518.7% | $98,910+642.4% | $158,931+362.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.37% | 372.35%-359.0pp | 196.44%-183.1pp | 302.86%-289.5pp |
| Employer contribution / active EE | $22,222 | $3,333+566.8% | $2,689+726.4% | $4,761+366.7% |
| Participant deferral / active EE | $2,628 | $5,088-48.4% | $4,244-38.1% | $5,982-56.1% |
| Admin fee / account holder | $383 | $10,131-96.2% | $6,642-94.2% | $11,247-96.6% |