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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 | $81,233+551.9% | $155,567+240.4% | $80,874+554.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.38% | 33.33%-14.0pp | 64.74%-45.4pp | 35.62%-16.2pp |
| Employer contribution / active EE | $21,391 | $3,101+589.9% | $4,674+357.7% | $2,756+676.3% |
| Participant deferral / active EE | $24,670 | $3,452+614.6% | $5,628+338.4% | $4,297+474.1% |
| Admin fee / account holder | $2,837 | $7,998-64.5% | $15,916-82.2% | $6,935-59.1% |