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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 | $672,004 | $157,829+325.8% | $136,867+391.0% | $198,609+238.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.29% | 51.25%-41.0pp | 42.97%-32.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $28,569 | $3,923+628.3% | $3,547+705.5% | $5,055+465.1% |
| Participant deferral / active EE | $17,683 | $5,463+223.7% | $4,924+259.1% | $6,977+153.5% |
| Admin fee / account holder | $115,683 | $11,107+941.5% | $10,340+1018.8% | $19,030+507.9% |