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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 | $618,554 | $95,415+548.3% | $185,851+232.8% | $85,851+620.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.33% | 23.59%-9.3pp | 122.11%-107.8pp | 318.63%-304.3pp |
| Employer contribution / active EE | $25,944 | $3,314+682.9% | $5,168+402.0% | $2,565+911.3% |
| Participant deferral / active EE | $13,542 | $3,424+295.5% | $5,569+143.2% | $3,952+242.6% |
| Admin fee / account holder | $63,109 | $7,215+774.7% | $16,245+288.5% | $6,261+908.0% |