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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 | $506,737 | $103,038+391.8% | $90,324+461.0% | $152,909+231.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.79% | 95.25%-72.5pp | 78.15%-55.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $18,922 | $3,141+502.5% | $2,856+562.6% | $4,764+297.2% |
| Participant deferral / active EE | $15,909 | $4,282+271.5% | $3,885+309.5% | $5,851+171.9% |
| Admin fee / account holder | $131,397 | $6,177+2027.1% | $5,356+2353.4% | $11,601+1032.7% |