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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 | $661,759 | $138,076+379.3% | $123,553+435.6% | $135,380+388.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.43% | 153.70%-147.3pp | 119.21%-112.8pp | 519.81%-513.4pp |
| Employer contribution / active EE | $42,110 | $5,152+717.4% | $4,628+809.9% | $4,779+781.2% |
| Participant deferral / active EE | $24,250 | $6,800+256.6% | $6,426+277.4% | $5,609+332.3% |
| Admin fee / account holder | $272,762 | $10,917+2398.6% | $9,284+2837.8% | $10,828+2419.0% |