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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 | $611,351 | $124,351+391.6% | $109,188+459.9% | $167,553+264.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.21% | 26.04%-9.8pp | 25.76%-9.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $26,749 | $4,210+535.4% | $3,723+618.5% | $4,840+452.7% |
| Participant deferral / active EE | $4,784 | $5,257-9.0% | $4,654+2.8% | $6,343-24.6% |
| Admin fee / account holder | $45,279 | $7,975+467.8% | $6,755+570.3% | $12,316+267.6% |