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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 | $589,486 | $100,203+488.3% | $85,240+591.6% | $145,897+304.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.86% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $22,917 | $3,242+606.9% | $2,735+737.8% | $4,663+391.5% |
| Participant deferral / active EE | $30,500 | $5,299+475.6% | $4,527+573.7% | $6,689+356.0% |
| Admin fee / account holder | $11,115 | $7,265+53.0% | $6,165+80.3% | $13,390-17.0% |