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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 | $529,562 | $81,358+550.9% | $155,556+240.4% | $80,959+554.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.38% | 33.39%-14.0pp | 64.84%-45.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $21,391 | $3,106+588.6% | $4,675+357.5% | $2,757+675.8% |
| Participant deferral / active EE | $24,670 | $3,455+614.0% | $5,631+338.1% | $4,300+473.7% |
| Admin fee / account holder | $2,837 | $7,994-64.5% | $15,885-82.1% | $6,925-59.0% |