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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 | $657,685 | $77,638+747.1% | $156,551+320.1% | $62,881+945.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.82% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $27,286 | $3,444+692.3% | $5,501+396.0% | $2,281+1096.3% |
| Participant deferral / active EE | $15,482 | $3,046+408.4% | $4,871+217.8% | $3,203+383.4% |
| Admin fee / account holder | $163,871 | $5,561+2846.6% | $13,028+1157.8% | $4,296+3714.7% |