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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 | $600,698 | $97,729+514.7% | $83,830+616.6% | $135,379+343.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.25% | 1287.52%-1280.3pp | 850.97%-843.7pp | 519.79%-512.5pp |
| Employer contribution / active EE | $23,744 | $4,222+462.4% | $3,631+553.9% | $4,779+396.9% |
| Participant deferral / active EE | $16,907 | $4,683+261.1% | $4,082+314.2% | $5,609+201.4% |
| Admin fee / account holder | $87,695 | $6,674+1213.9% | $5,479+1500.7% | $10,828+709.9% |