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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 | $733,048 | $77,449+846.5% | $69,483+955.0% | $152,909+379.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.93% | 39.09%-14.2pp | 28.99%-4.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $5,244 | $3,316+58.2% | $2,780+88.7% | $4,764+10.1% |
| Participant deferral / active EE | $14,580 | $4,415+230.3% | $3,537+312.3% | $5,851+149.2% |
| Admin fee / account holder | $33,858 | $6,210+445.2% | $3,841+781.5% | $11,601+191.9% |