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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 | $830,464 | $81,233+922.3% | $155,567+433.8% | $80,874+926.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.56% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $9,200 | $3,101+196.7% | $4,674+96.8% | $2,756+233.8% |
| Participant deferral / active EE | $26,867 | $3,452+678.3% | $5,628+377.4% | $4,297+525.3% |
| Admin fee / account holder | $92,109 | $7,998+1051.7% | $15,916+478.7% | $6,935+1228.1% |