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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 | $559,761 | $88,672+531.3% | $105,223+432.0% | $82,448+578.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.46% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $23,916 | $3,048+684.7% | $3,689+548.4% | $2,551+837.5% |
| Participant deferral / active EE | $9,154 | $4,036+126.8% | $5,072+80.5% | $4,139+121.2% |
| Admin fee / account holder | $40,398 | $7,146+465.3% | $8,859+356.0% | $7,234+458.4% |