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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 | $582,004 | $91,167+538.4% | $178,498+226.1% | $79,858+628.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.54% | 24.19%-11.7pp | 151.09%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $17,214 | $3,255+428.8% | $5,011+243.5% | $2,471+596.7% |
| Participant deferral / active EE | $11,516 | $3,236+255.9% | $5,202+121.4% | $3,740+207.9% |
| Admin fee / account holder | $13,264 | $6,747+96.6% | $13,985-5.2% | $5,306+150.0% |