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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 | $712,327 | $176,794+302.9% | $146,647+385.7% | $167,553+325.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.96% | 24.04%-4.1pp | 22.75%-2.8pp | 478.89%-458.9pp |
| Employer contribution / active EE | $28,299 | $5,161+448.3% | $4,137+584.1% | $4,840+484.7% |
| Participant deferral / active EE | $18,545 | $6,440+188.0% | $5,506+236.8% | $6,343+192.4% |
| Admin fee / account holder | $203,704 | $13,262+1436.0% | $10,281+1881.5% | $12,316+1553.9% |