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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 | $713,714 | $93,598+662.5% | $135,974+424.9% | $75,173+849.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.46% | 30.89%-12.4pp | 68.30%-49.8pp | 160.72%-142.3pp |
| Employer contribution / active EE | $21,398 | $3,538+504.8% | $4,859+340.4% | $2,671+701.1% |
| Participant deferral / active EE | $15,116 | $6,405+136.0% | $7,760+94.8% | $4,126+266.3% |
| Admin fee / account holder | $151,918 | $6,978+2077.2% | $10,767+1311.0% | $5,651+2588.5% |