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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 | $894,854 | $93,598+856.1% | $135,974+558.1% | $75,173+1090.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.45% | 30.89%-11.4pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $10,737 | $3,538+203.5% | $4,859+121.0% | $2,671+302.0% |
| Participant deferral / active EE | $14,635 | $6,405+128.5% | $7,760+88.6% | $4,126+254.7% |
| Admin fee / account holder | $18,651 | $6,978+167.3% | $10,767+73.2% | $5,651+230.1% |