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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 | $835,745 | $77,920+972.6% | $149,723+458.2% | $75,177+1011.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.74% | 31.72%-12.0pp | 134.50%-114.8pp | 160.75%-141.0pp |
| Employer contribution / active EE | $31,848 | $3,138+914.8% | $4,821+560.6% | $2,671+1092.3% |
| Participant deferral / active EE | $19,029 | $3,411+457.8% | $5,682+234.9% | $4,126+361.1% |
| Admin fee / account holder | $82,789 | $5,951+1291.3% | $13,215+526.5% | $5,651+1365.0% |