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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 | $791,282 | $77,638+919.2% | $156,551+405.4% | $62,881+1158.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.31% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $29,932 | $3,444+769.1% | $5,501+444.1% | $2,281+1212.3% |
| Participant deferral / active EE | $21,260 | $3,046+598.1% | $4,871+336.4% | $3,203+563.7% |
| Admin fee / account holder | $20,155 | $5,561+262.4% | $13,028+54.7% | $4,296+369.2% |