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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 | $692,102 | $81,358+750.7% | $155,556+344.9% | $80,959+754.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.30% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.4pp |
| Employer contribution / active EE | $13,462 | $3,106+333.4% | $4,675+187.9% | $2,757+388.2% |
| Participant deferral / active EE | $11,479 | $3,455+232.2% | $5,631+103.9% | $4,300+166.9% |
| Admin fee / account holder | $23,408 | $7,994+192.8% | $15,885+47.4% | $6,925+238.0% |