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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 | $100,279+608.8% | $81,353+773.7% | $145,884+387.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 34.49%-21.6pp | 24.82%-11.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $10,076 | $2,979+238.2% | $2,464+308.9% | $4,662+116.1% |
| Participant deferral / active EE | $7,824 | $4,611+69.7% | $3,885+101.4% | $6,690+17.0% |
| Admin fee / account holder | $66,132 | $8,206+705.9% | $5,766+1046.9% | $13,392+393.8% |