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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 | $729,115 | $107,368+579.1% | $92,915+684.7% | $152,909+376.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.91% | 145.64%-130.7pp | 109.45%-94.5pp | 345.46%-330.6pp |
| Employer contribution / active EE | $19,813 | $4,222+369.2% | $3,653+442.3% | $4,764+315.9% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $298,652 | $7,082+4116.9% | $5,796+5053.0% | $11,601+2474.4% |