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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 | $694,459 | $91,198+661.5% | $178,503+289.0% | $79,856+769.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.45% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $15,395 | $3,257+372.7% | $5,011+207.2% | $2,471+523.0% |
| Participant deferral / active EE | $10,239 | $3,237+216.4% | $5,202+96.8% | $3,741+173.7% |
| Admin fee / account holder | $65,968 | $6,748+877.6% | $13,987+371.6% | $5,306+1143.2% |