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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 | $492,929 | $58,258+746.1% | $81,820+502.5% | $80,925+509.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.66% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $25,603 | $2,345+991.6% | $2,915+778.3% | $2,756+828.9% |
| Participant deferral / active EE | $17,146 | $3,284+422.2% | $4,323+296.6% | $4,299+298.9% |
| Admin fee / account holder | $32,183 | $4,976+546.7% | $7,391+335.5% | $6,940+363.7% |