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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 | $710,763 | $100,125+609.9% | $81,482+772.3% | $145,978+386.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 34.44%-21.5pp | 24.79%-11.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $10,076 | $2,977+238.4% | $2,463+309.1% | $4,662+116.1% |
| Participant deferral / active EE | $7,824 | $4,609+69.7% | $3,885+101.4% | $6,690+17.0% |
| Admin fee / account holder | $66,132 | $8,198+706.7% | $5,761+1047.8% | $13,400+393.5% |