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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 | $649,214 | $100,147+548.3% | $81,286+698.7% | $145,877+345.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 34.44%-22.3pp | 24.80%-12.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $13,879 | $2,977+366.2% | $2,463+463.6% | $4,663+197.6% |
| Participant deferral / active EE | $16,557 | $4,607+259.4% | $3,883+326.4% | $6,691+147.5% |
| Admin fee / account holder | $25,320 | $8,201+208.7% | $5,764+339.3% | $13,402+88.9% |