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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 | $856,740 | $123,793+592.1% | $177,848+381.7% | $79,856+972.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.68% | 22.82%-7.1pp | 48.33%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $37,841 | $4,095+824.0% | $5,919+539.3% | $2,471+1431.3% |
| Participant deferral / active EE | $13,598 | $5,956+128.3% | $7,714+76.3% | $3,741+263.5% |
| Admin fee / account holder | $26,184 | $7,243+261.5% | $12,431+110.6% | $5,306+393.4% |