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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 | $807,465 | $132,634+508.8% | $115,768+597.5% | $137,256+488.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.43% | 160.70%-144.3pp | 100.46%-84.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $16,663 | $3,360+396.0% | $2,940+466.8% | $4,156+300.9% |
| Participant deferral / active EE | $9,393 | $5,619+67.2% | $4,917+91.0% | $6,407+46.6% |
| Admin fee / account holder | $40,780 | $15,028+171.4% | $12,439+227.8% | $12,270+232.4% |