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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 | $81,262+922.0% | $155,602+433.7% | $80,911+926.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.56% | 33.34%-19.8pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $9,200 | $3,102+196.6% | $4,675+96.8% | $2,756+233.8% |
| Participant deferral / active EE | $26,867 | $3,451+678.4% | $5,629+377.3% | $4,297+525.2% |
| Admin fee / account holder | $92,109 | $7,992+1052.5% | $15,923+478.5% | $6,935+1228.2% |