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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 | $538,154 | $95,580+463.0% | $76,872+600.1% | $139,466+285.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.51% | 55.00%-42.5pp | 37.90%-25.4pp | 373.66%-361.1pp |
| Employer contribution / active EE | $11,479 | $3,145+265.0% | $2,533+353.1% | $4,754+141.5% |
| Participant deferral / active EE | $14,522 | $4,623+214.2% | $3,832+279.0% | $6,712+116.4% |
| Admin fee / account holder | $11,307 | $8,302+36.2% | $5,476+106.5% | $11,409-0.9% |