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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 | $523,380 | $81,331+543.5% | $155,534+236.5% | $80,935+546.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.97% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $33,509 | $3,105+979.3% | $4,675+616.8% | $2,757+1115.6% |
| Participant deferral / active EE | $21,303 | $3,454+516.7% | $5,630+278.4% | $4,299+395.5% |
| Admin fee / account holder | $42,762 | $7,999+434.6% | $15,900+168.9% | $6,924+517.6% |