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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 | $681,916 | $110,248+518.5% | $95,728+612.3% | $139,456+389.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.85% | 27.16%-11.3pp | 28.40%-12.5pp | 373.45%-357.6pp |
| Employer contribution / active EE | $12,779 | $3,258+292.2% | $2,835+350.8% | $4,753+168.9% |
| Participant deferral / active EE | $11,325 | $4,675+142.2% | $4,245+166.8% | $6,711+68.7% |
| Admin fee / account holder | $75,355 | $6,607+1040.5% | $5,673+1228.4% | $11,407+560.6% |