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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 | $848,151 | $95,415+788.9% | $185,851+356.4% | $85,851+887.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.35% | 23.59%-11.2pp | 122.11%-109.8pp | 318.63%-306.3pp |
| Employer contribution / active EE | $31,766 | $3,314+858.6% | $5,168+514.6% | $2,565+1138.2% |
| Participant deferral / active EE | $7,013 | $3,424+104.8% | $5,569+25.9% | $3,952+77.4% |
| Admin fee / account holder | $39,269 | $7,215+444.3% | $16,245+141.7% | $6,261+527.2% |