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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 | $680,086 | $91,198+645.7% | $178,503+281.0% | $79,856+751.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.82% | 24.20%-4.4pp | 151.12%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $35,760 | $3,257+998.1% | $5,011+613.6% | $2,471+1347.0% |
| Participant deferral / active EE | $16,312 | $3,237+404.0% | $5,202+213.6% | $3,741+336.1% |
| Admin fee / account holder | $47,589 | $6,748+605.2% | $13,987+240.2% | $5,306+796.8% |