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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 | $697,642 | $91,198+665.0% | $178,503+290.8% | $79,856+773.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.27% | 24.20%-8.9pp | 151.12%-135.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $25,877 | $3,257+694.6% | $5,011+416.4% | $2,471+947.2% |
| Participant deferral / active EE | $20,061 | $3,237+519.8% | $5,202+285.6% | $3,741+436.3% |
| Admin fee / account holder | $54,615 | $6,748+709.3% | $13,987+290.5% | $5,306+929.2% |