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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 | $91,167+661.7% | $178,498+289.1% | $79,858+769.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.45% | 24.19%-13.7pp | 151.09%-140.6pp | 31.72%-21.3pp |
| Employer contribution / active EE | $15,395 | $3,255+372.9% | $5,011+207.2% | $2,471+523.1% |
| Participant deferral / active EE | $10,239 | $3,236+216.4% | $5,202+96.8% | $3,740+173.8% |
| Admin fee / account holder | $65,968 | $6,747+877.7% | $13,985+371.7% | $5,306+1143.3% |