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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 | $491,119 | $84,236+483.0% | $170,435+188.2% | $70,126+600.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.75% | 23.06%-1.3pp | 205.94%-184.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $12,784 | $3,387+277.4% | $5,432+135.3% | $2,343+445.7% |
| Participant deferral / active EE | $7,227 | $3,086+134.2% | $4,939+46.3% | $3,332+116.9% |
| Admin fee / account holder | $22,280 | $5,698+291.0% | $13,881+60.5% | $4,645+379.6% |