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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 | $652,312 | $95,383+583.9% | $185,837+251.0% | $85,856+659.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.74% | 23.59%-11.9pp | 122.08%-110.3pp | 318.58%-306.8pp |
| Employer contribution / active EE | $25,877 | $3,313+681.0% | $5,168+400.7% | $2,565+908.8% |
| Participant deferral / active EE | $16,088 | $3,423+370.0% | $5,568+188.9% | $3,952+307.1% |
| Admin fee / account holder | $156,425 | $7,213+2068.8% | $16,241+863.1% | $6,261+2398.6% |