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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 | $602,559 | $77,908+673.4% | $149,696+302.5% | $75,173+701.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.45% | 31.73%-13.3pp | 134.46%-116.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $13,462 | $3,138+329.0% | $4,821+179.2% | $2,671+404.0% |
| Participant deferral / active EE | $11,169 | $3,411+227.4% | $5,682+96.6% | $4,126+170.7% |
| Admin fee / account holder | $104,684 | $5,950+1659.5% | $13,212+692.3% | $5,651+1752.6% |