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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 | $726,865 | $98,776+635.9% | $149,745+385.4% | $79,856+810.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.36% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $17,050 | $3,217+430.0% | $4,646+267.0% | $2,471+590.0% |
| Participant deferral / active EE | $14,217 | $5,681+150.2% | $6,843+107.8% | $3,741+280.1% |
| Admin fee / account holder | $33,151 | $6,053+447.7% | $9,312+256.0% | $5,306+524.7% |