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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 | $804,564 | $106,247+657.3% | $96,515+733.6% | $139,466+476.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.24% | 38.47%-18.2pp | 35.73%-15.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $26,577 | $4,106+547.3% | $3,740+610.7% | $4,754+459.1% |
| Participant deferral / active EE | $2,308 | $5,456-57.7% | $4,880-52.7% | $6,712-65.6% |
| Admin fee / account holder | $19,402 | $7,885+146.1% | $6,735+188.1% | $11,409+70.1% |