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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 | $611,991 | $88,672+590.2% | $105,223+481.6% | $82,448+642.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.01% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $8,755 | $3,048+187.2% | $3,689+137.4% | $2,551+243.2% |
| Participant deferral / active EE | $17,595 | $4,036+336.0% | $5,072+246.9% | $4,139+325.1% |
| Admin fee / account holder | $24,548 | $7,146+243.5% | $8,859+177.1% | $7,234+239.3% |