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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 | $747,279 | $142,426+424.7% | $115,167+548.9% | $152,909+388.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 15.85% | 41.48%-25.6pp | 35.60%-19.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $24,208 | $4,011+503.6% | $3,179+661.5% | $4,764+408.2% |
| Participant deferral / active EE | $19,000 | $5,165+267.9% | $4,169+355.8% | $5,851+224.7% |
| Admin fee / account holder | $16,700 | $8,464+97.3% | $7,089+135.6% | $11,601+44.0% |