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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 | $100,073+489.1% | $85,126+592.5% | $145,877+304.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.86% | 84.11%-74.2pp | 66.63%-56.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $22,917 | $3,236+608.1% | $2,731+739.0% | $4,663+391.5% |
| Participant deferral / active EE | $30,500 | $5,294+476.1% | $4,523+574.3% | $6,691+355.9% |
| Admin fee / account holder | $11,115 | $7,261+53.1% | $6,160+80.4% | $13,402-17.1% |