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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 | $750,436 | $134,001+460.0% | $112,258+568.5% | $134,509+457.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.59% | 47.15%-41.6pp | 27.47%-21.9pp | 418.13%-412.5pp |
| Employer contribution / active EE | $27,321 | $4,039+576.4% | $3,636+651.5% | $4,741+476.3% |
| Participant deferral / active EE | $19,500 | $5,291+268.5% | $4,728+312.4% | $6,400+204.7% |
| Admin fee / account holder | $313,754 | $7,491+4088.6% | $6,411+4793.7% | $11,427+2645.8% |