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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 | $81,276+931.8% | $155,574+439.0% | $80,925+936.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.47% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $40,888 | $3,103+1217.7% | $4,676+774.5% | $2,756+1383.5% |
| Participant deferral / active EE | $9,384 | $3,453+171.8% | $5,629+66.7% | $4,299+118.3% |
| Admin fee / account holder | $104,493 | $7,993+1207.2% | $15,914+556.6% | $6,940+1405.6% |