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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 | $624,719 | $73,107+754.5% | $114,563+445.3% | $87,485+614.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 14.94% | 19.47%-4.5pp | 241.09%-226.2pp | 26.06%-11.1pp |
| Employer contribution / active EE | $23,043 | $1,881+1125.0% | $2,592+789.0% | $2,596+787.5% |
| Participant deferral / active EE | $8,239 | $3,144+162.1% | $4,142+98.9% | $4,274+92.8% |
| Admin fee / account holder | $8,323 | $5,770+44.3% | $7,623+9.2% | $7,775+7.1% |