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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 | $827,206 | $95,415+767.0% | $185,851+345.1% | $85,851+863.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.02% | 23.59%-8.6pp | 122.11%-107.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $44,180 | $3,314+1233.1% | $5,168+754.8% | $2,565+1622.1% |
| Participant deferral / active EE | $17,911 | $3,424+423.1% | $5,569+221.6% | $3,952+353.2% |
| Admin fee / account holder | $128,238 | $7,215+1677.5% | $16,245+689.4% | $6,261+1948.2% |