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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 | $714,586 | $104,694+582.5% | $85,709+733.7% | $167,536+326.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.69% | 21.45%-3.8pp | 21.49%-3.8pp | 478.82%-461.1pp |
| Employer contribution / active EE | $10,325 | $3,337+209.4% | $2,619+294.3% | $4,839+113.4% |
| Participant deferral / active EE | $16,660 | $4,826+245.2% | $3,924+324.6% | $6,342+162.7% |
| Admin fee / account holder | $148,310 | $10,035+1377.9% | $6,876+2056.9% | $12,315+1104.3% |