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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 | $687,283 | $149,040+361.1% | $120,225+471.7% | $137,256+400.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.38% | 605.68%-587.3pp | 439.23%-420.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $37,325 | $4,350+758.0% | $3,475+974.0% | $4,156+798.1% |
| Participant deferral / active EE | $23,750 | $4,655+410.2% | $3,999+493.9% | $6,407+270.7% |
| Admin fee / account holder | $22,132 | $6,348+248.7% | $5,696+288.5% | $12,270+80.4% |