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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 | $58,275+745.9% | $81,844+502.3% | $80,935+509.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.66% | 41.82%-27.2pp | 778.87%-764.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $25,603 | $2,346+991.4% | $2,916+777.9% | $2,757+828.8% |
| Participant deferral / active EE | $17,146 | $3,285+421.9% | $4,323+296.6% | $4,299+298.8% |
| Admin fee / account holder | $32,183 | $4,749+577.7% | $7,355+337.5% | $6,924+364.8% |