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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 | $608,208 | $78,690+672.9% | $161,489+276.6% | $87,485+595.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.35% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $35,539 | $2,588+1273.1% | $4,268+732.6% | $2,596+1268.9% |
| Participant deferral / active EE | $19,081 | $3,311+476.3% | $5,630+238.9% | $4,274+346.5% |
| Admin fee / account holder | $49,565 | $6,724+637.2% | $16,006+209.7% | $7,775+537.5% |