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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 | $782,169 | $84,236+828.5% | $170,435+358.9% | $70,126+1015.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.68% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $32,813 | $3,387+868.7% | $5,432+504.0% | $2,343+1300.7% |
| Participant deferral / active EE | $17,370 | $3,086+462.9% | $4,939+251.7% | $3,332+421.3% |
| Admin fee / account holder | $6,841 | $5,698+20.0% | $13,881-50.7% | $4,645+47.3% |