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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 | $502,389 | $100,041+402.2% | $149,718+235.6% | $70,131+616.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.13% | 27.43%-7.3pp | 1501.67%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $27,715 | $3,662+656.9% | $5,445+409.0% | $2,342+1083.2% |
| Participant deferral / active EE | $15,899 | $4,983+219.1% | $6,569+142.1% | $3,332+377.2% |
| Admin fee / account holder | $8,759 | $8,286+5.7% | $11,283-22.4% | $4,645+88.5% |