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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 | $995,514 | $110,039+804.7% | $97,260+923.6% | $145,884+582.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.51% | 244.44%-231.9pp | 75.54%-63.0pp | 551.85%-539.3pp |
| Employer contribution / active EE | $17,152 | $3,074+457.9% | $2,721+530.3% | $4,662+267.9% |
| Participant deferral / active EE | $16,537 | $4,674+253.8% | $4,262+288.1% | $6,690+147.2% |
| Admin fee / account holder | $238,099 | $6,204+3738.1% | $5,640+4121.7% | $13,392+1677.9% |