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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 | $554,515 | $84,236+558.3% | $170,435+225.4% | $70,126+690.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.46% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $25,356 | $3,387+648.6% | $5,432+366.8% | $2,343+982.4% |
| Participant deferral / active EE | $17,869 | $3,086+479.1% | $4,939+261.8% | $3,332+436.3% |
| Admin fee / account holder | $130,016 | $5,698+2181.7% | $13,881+836.7% | $4,645+2698.8% |