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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 | $890,475 | $91,198+876.4% | $178,503+398.9% | $79,856+1015.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.50% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $31,812 | $3,257+876.8% | $5,011+534.8% | $2,471+1187.3% |
| Participant deferral / active EE | $19,376 | $3,237+498.7% | $5,202+272.5% | $3,741+418.0% |
| Admin fee / account holder | $8,779 | $6,748+30.1% | $13,987-37.2% | $5,306+65.4% |