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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 | $747,541 | $172,111+334.3% | $150,298+397.4% | $137,256+444.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.37% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $21,631 | $4,636+366.6% | $4,154+420.7% | $4,156+420.5% |
| Participant deferral / active EE | $15,796 | $6,166+156.2% | $5,453+189.7% | $6,407+146.5% |
| Admin fee / account holder | $671,597 | $16,471+3977.5% | $14,116+4657.8% | $12,270+5373.4% |