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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 | $609,789 | $93,598+551.5% | $135,974+348.5% | $75,173+711.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.62% | 30.89%-7.3pp | 68.30%-44.7pp | 160.72%-137.1pp |
| Employer contribution / active EE | $13,320 | $3,538+276.5% | $4,859+174.1% | $2,671+398.7% |
| Participant deferral / active EE | $13,291 | $6,405+107.5% | $7,760+71.3% | $4,126+222.1% |
| Admin fee / account holder | $24,444 | $6,978+250.3% | $10,767+127.0% | $5,651+332.6% |