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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 | $719,599 | $85,169+744.9% | $172,755+316.5% | $72,983+886.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.52% | 27.32%-2.8pp | 802.94%-778.4pp | 81.01%-56.5pp |
| Employer contribution / active EE | $29,336 | $3,324+782.6% | $5,144+470.3% | $2,440+1102.3% |
| Participant deferral / active EE | $19,572 | $3,260+500.4% | $5,198+276.6% | $3,608+442.5% |
| Admin fee / account holder | $79,991 | $5,880+1260.3% | $13,955+473.2% | $5,124+1461.1% |