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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 | $118,708+518.6% | $98,920+642.3% | $158,982+361.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.37% | 372.49%-359.1pp | 196.47%-183.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $22,222 | $3,334+566.5% | $2,689+726.3% | $4,763+366.6% |
| Participant deferral / active EE | $2,628 | $5,089-48.4% | $4,245-38.1% | $5,983-56.1% |
| Admin fee / account holder | $383 | $10,134-96.2% | $6,643-94.2% | $11,252-96.6% |