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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 | $717,314 | $107,030+570.2% | $73,550+875.3% | $147,586+386.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 38.25%-22.9pp | -15.16%+30.5pp | 578.59%-563.3pp |
| Employer contribution / active EE | $26,521 | $1,760+1406.5% | $1,219+2075.4% | $4,876+443.9% |
| Participant deferral / active EE | $20,000 | $2,458+713.6% | $1,804+1008.6% | $5,439+267.7% |
| Admin fee / account holder | $7,960 | $3,055+160.6% | $2,320+243.2% | $10,886-26.9% |