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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 | $688,145 | $162,785+322.7% | $133,959+413.7% | $158,950+332.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.61% | 41.94%-31.3pp | 45.09%-34.5pp | 302.91%-292.3pp |
| Employer contribution / active EE | $34,195 | $4,975+587.3% | $3,919+772.6% | $4,762+618.1% |
| Participant deferral / active EE | $13,162 | $5,910+122.7% | $5,047+160.8% | $5,983+120.0% |
| Admin fee / account holder | $283,777 | $11,738+2317.5% | $8,928+3078.5% | $11,248+2422.8% |