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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 | $531,380 | $81,331+553.4% | $155,534+241.6% | $80,935+556.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.35% | 33.37%-11.0pp | 64.92%-42.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $11,052 | $3,105+256.0% | $4,675+136.4% | $2,757+300.9% |
| Participant deferral / active EE | $11,762 | $3,454+240.5% | $5,630+108.9% | $4,299+173.6% |
| Admin fee / account holder | $28,326 | $7,999+254.1% | $15,900+78.2% | $6,924+309.1% |