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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 | $575,366 | $77,638+641.1% | $156,551+267.5% | $62,881+815.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.15% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $20,346 | $3,444+490.8% | $5,501+269.8% | $2,281+792.0% |
| Participant deferral / active EE | $16,159 | $3,046+430.6% | $4,871+231.7% | $3,203+404.5% |
| Admin fee / account holder | $21,614 | $5,561+288.6% | $13,028+65.9% | $4,296+403.1% |