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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 | $578,706 | $100,073+478.3% | $85,126+579.8% | $145,877+296.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 30.64% | 84.11%-53.5pp | 66.63%-36.0pp | 551.28%-520.6pp |
| Employer contribution / active EE | $10,903 | $3,236+236.9% | $2,731+299.2% | $4,663+133.8% |
| Participant deferral / active EE | $7,588 | $5,294+43.3% | $4,523+67.8% | $6,691+13.4% |
| Admin fee / account holder | $16,638 | $7,261+129.1% | $6,160+170.1% | $13,402+24.1% |