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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 | $699,791 | $166,268+320.9% | $165,100+323.9% | $145,897+379.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.02% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $12,640 | $5,284+139.2% | $4,348+190.7% | $4,663+171.1% |
| Participant deferral / active EE | $21,079 | $6,964+202.7% | $6,035+249.3% | $6,689+215.1% |
| Admin fee / account holder | $268,840 | $16,659+1513.8% | $12,696+2017.6% | $13,390+1907.7% |