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 | $678,650 | $95,424+611.2% | $185,854+265.2% | $85,852+690.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.10% | 23.59%-8.5pp | 122.12%-107.0pp | 318.66%-303.6pp |
| Employer contribution / active EE | $37,058 | $3,314+1018.1% | $5,169+616.9% | $2,566+1344.4% |
| Participant deferral / active EE | $22,255 | $3,424+550.0% | $5,569+299.6% | $3,952+463.1% |
| Admin fee / account holder | $15,331 | $7,215+112.5% | $16,246-5.6% | $6,261+144.9% |