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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 | $659,887 | $85,766+669.4% | $136,298+384.1% | $70,126+841.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.71% | 31.46%-16.7pp | 5156.27%-5141.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $7,997 | $2,966+169.6% | $4,696+70.3% | $2,343+241.4% |
| Participant deferral / active EE | $13,181 | $5,051+160.9% | $6,247+111.0% | $3,332+295.6% |
| Admin fee / account holder | $112,566 | $5,421+1976.6% | $9,244+1117.7% | $4,645+2323.1% |