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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 | $875,267 | $98,776+786.1% | $149,745+484.5% | $79,856+996.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.65% | 27.38%-12.7pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $9,407 | $3,217+192.4% | $4,646+102.5% | $2,471+280.7% |
| Participant deferral / active EE | $12,193 | $5,681+114.6% | $6,843+78.2% | $3,741+226.0% |
| Admin fee / account holder | $65,143 | $6,053+976.3% | $9,312+599.6% | $5,306+1127.6% |