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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 | $586,573 | $112,131+423.1% | $95,964+511.2% | $158,982+269.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.91% | 171.19%-155.3pp | 91.64%-75.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $33,906 | $3,199+959.9% | $2,541+1234.2% | $4,763+611.9% |
| Participant deferral / active EE | $8,156 | $4,784+70.5% | $4,167+95.7% | $5,983+36.3% |
| Admin fee / account holder | $39,396 | $10,136+288.7% | $6,797+479.6% | $11,252+250.1% |