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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 | $667,328 | $89,370+646.7% | $141,197+372.6% | $72,976+814.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.43% | 111.88%-85.4pp | 71.41%-45.0pp | 81.02%-54.6pp |
| Employer contribution / active EE | $10,660 | $3,115+242.2% | $4,736+125.1% | $2,440+336.9% |
| Participant deferral / active EE | $8,478 | $5,419+56.5% | $6,710+26.3% | $3,608+135.0% |
| Admin fee / account holder | $5,166 | $5,957-13.3% | $10,265-49.7% | $5,124+0.8% |