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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 | $838,614 | $81,233+932.4% | $155,567+439.1% | $80,874+936.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.47% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $40,888 | $3,101+1218.6% | $4,674+774.8% | $2,756+1383.8% |
| Participant deferral / active EE | $9,384 | $3,452+171.8% | $5,628+66.8% | $4,297+118.4% |
| Admin fee / account holder | $104,493 | $7,998+1206.5% | $15,916+556.5% | $6,935+1406.7% |