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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 | $727,174 | $95,415+662.1% | $185,851+291.3% | $85,851+747.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.11%-106.9pp | 318.63%-303.4pp |
| Employer contribution / active EE | $24,794 | $3,314+648.2% | $5,168+379.7% | $2,565+866.4% |
| Participant deferral / active EE | $16,851 | $3,424+392.2% | $5,569+202.6% | $3,952+326.4% |
| Admin fee / account holder | $110,369 | $7,215+1429.8% | $16,245+579.4% | $6,261+1662.8% |