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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 | $833,310 | $81,331+924.6% | $155,534+435.8% | $80,935+929.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.52% | 33.37%-11.8pp | 64.92%-43.4pp | 35.66%-14.1pp |
| Employer contribution / active EE | $24,775 | $3,105+698.0% | $4,675+430.0% | $2,757+798.7% |
| Participant deferral / active EE | $23,115 | $3,454+569.2% | $5,630+310.6% | $4,299+437.6% |
| Admin fee / account holder | $200,226 | $7,999+2403.1% | $15,900+1159.3% | $6,924+2791.6% |