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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 | $695,291 | $81,358+754.6% | $155,556+347.0% | $80,959+758.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.67% | 33.39%-15.7pp | 64.84%-47.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $22,107 | $3,106+611.7% | $4,675+372.8% | $2,757+701.8% |
| Participant deferral / active EE | $16,063 | $3,455+364.9% | $5,631+185.3% | $4,300+273.5% |
| Admin fee / account holder | $18,695 | $7,994+133.9% | $15,885+17.7% | $6,925+169.9% |