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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 | $694,133 | $95,383+627.7% | $185,837+273.5% | $85,856+708.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.65% | 23.59%-9.9pp | 122.08%-108.4pp | 318.58%-304.9pp |
| Employer contribution / active EE | $36,341 | $3,313+996.9% | $5,168+603.2% | $2,565+1316.7% |
| Participant deferral / active EE | $6,652 | $3,423+94.3% | $5,568+19.5% | $3,952+68.3% |
| Admin fee / account holder | $11,775 | $7,213+63.3% | $16,241-27.5% | $6,261+88.1% |