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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 | $669,338 | $83,337+703.2% | $67,834+886.7% | $273,972+144.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.83% | 259.45%-254.6pp | 138.47%-133.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $16,126 | $3,287+390.6% | $2,403+571.0% | $4,869+231.2% |
| Participant deferral / active EE | $18,622 | $4,088+355.5% | $3,160+489.3% | $5,287+252.2% |
| Admin fee / account holder | $181,273 | $6,752+2584.8% | $4,622+3821.7% | $10,133+1689.0% |