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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 | $677,895 | $77,638+773.2% | $156,551+333.0% | $62,881+978.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.18% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $19,526 | $3,444+467.0% | $5,501+254.9% | $2,281+756.0% |
| Participant deferral / active EE | $9,394 | $3,046+208.4% | $4,871+92.8% | $3,203+193.3% |
| Admin fee / account holder | $19,030 | $5,561+242.2% | $13,028+46.1% | $4,296+343.0% |