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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 | $795,448 | $81,331+878.0% | $155,534+411.4% | $80,935+882.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.35% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $52,843 | $3,105+1602.0% | $4,675+1030.4% | $2,757+1816.9% |
| Participant deferral / active EE | $5,376 | $3,454+55.6% | $5,630-4.5% | $4,299+25.0% |
| Admin fee / account holder | $36,511 | $7,999+356.4% | $15,900+129.6% | $6,924+427.3% |