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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 | $716,390 | $78,690+810.4% | $161,489+343.6% | $87,485+718.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.11% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $23,392 | $2,588+803.8% | $4,268+448.0% | $2,596+801.0% |
| Participant deferral / active EE | $21,577 | $3,311+551.7% | $5,630+283.3% | $4,274+404.9% |
| Admin fee / account holder | $62,341 | $6,724+827.2% | $16,006+289.5% | $7,775+701.8% |