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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 | $786,299 | $91,179+762.4% | $178,499+340.5% | $79,852+884.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $30,665 | $3,256+841.9% | $5,011+511.9% | $2,471+1140.9% |
| Participant deferral / active EE | $15,087 | $3,236+366.3% | $5,202+190.0% | $3,740+303.4% |
| Admin fee / account holder | $69,436 | $6,749+928.9% | $13,986+396.5% | $5,306+1208.6% |