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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 | $640,794 | $134,001+378.2% | $112,258+470.8% | $134,509+376.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.74% | 47.15%-41.4pp | 27.47%-21.7pp | 418.13%-412.4pp |
| Employer contribution / active EE | $24,719 | $4,039+511.9% | $3,636+579.9% | $4,741+421.4% |
| Participant deferral / active EE | $3,947 | $5,291-25.4% | $4,728-16.5% | $6,400-38.3% |
| Admin fee / account holder | $63,475 | $7,491+747.4% | $6,411+890.0% | $11,427+455.5% |