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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 | $647,534 | $232,540+178.5% | $185,117+249.8% | $147,586+338.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.87% | 43.03%-36.2pp | 40.50%-33.6pp | 578.59%-571.7pp |
| Employer contribution / active EE | $18,938 | $5,195+264.5% | $4,182+352.9% | $4,876+288.4% |
| Participant deferral / active EE | $4,000 | $5,834-31.4% | $5,045-20.7% | $5,439-26.5% |
| Admin fee / account holder | $36,975 | $10,275+259.9% | $8,159+353.2% | $10,886+239.7% |