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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 | $788,559 | $76,407+932.0% | $150,298+424.7% | $82,448+856.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.07% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $13,462 | $2,614+415.0% | $4,154+224.1% | $2,551+427.7% |
| Participant deferral / active EE | $11,918 | $3,214+270.8% | $5,453+118.6% | $4,139+187.9% |
| Admin fee / account holder | $43,232 | $6,352+580.6% | $14,116+206.3% | $7,234+497.6% |