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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 | $616,573 | $165,939+271.6% | $122,354+403.9% | $147,586+317.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.30% | 34.56%-19.3pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $36,247 | $5,754+529.9% | $4,051+794.8% | $4,876+643.3% |
| Participant deferral / active EE | $17,867 | $4,005+346.1% | $3,287+443.5% | $5,439+228.5% |
| Admin fee / account holder | $861 | $7,425-88.4% | $5,479-84.3% | $10,886-92.1% |