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 | $611,366 | $91,206+570.3% | $178,510+242.5% | $79,859+665.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.18% | 24.20%-10.0pp | 151.13%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $36,686 | $3,257+1026.4% | $5,011+632.1% | $2,471+1384.5% |
| Participant deferral / active EE | $22,714 | $3,237+601.8% | $5,202+336.6% | $3,741+507.2% |
| Admin fee / account holder | $61,471 | $6,749+810.9% | $13,988+339.5% | $5,307+1058.4% |