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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 | $689,822 | $77,638+788.5% | $156,551+340.6% | $62,881+997.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.12% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $30,691 | $3,444+791.2% | $5,501+457.9% | $2,281+1245.6% |
| Participant deferral / active EE | $7,531 | $3,046+147.3% | $4,871+54.6% | $3,203+135.1% |
| Admin fee / account holder | $680 | $5,561-87.8% | $13,028-94.8% | $4,296-84.2% |