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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 | $81,233+755.9% | $155,567+346.9% | $80,874+759.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.67% | 33.33%-15.7pp | 64.74%-47.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $22,107 | $3,101+612.9% | $4,674+373.0% | $2,756+702.2% |
| Participant deferral / active EE | $16,063 | $3,452+365.3% | $5,628+185.4% | $4,297+273.8% |
| Admin fee / account holder | $18,695 | $7,998+133.7% | $15,916+17.5% | $6,935+169.6% |