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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 | $81,331+551.1% | $155,534+240.5% | $80,935+554.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.38% | 33.37%-14.0pp | 64.92%-45.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $21,391 | $3,105+589.0% | $4,675+357.6% | $2,757+676.0% |
| Participant deferral / active EE | $24,670 | $3,454+614.2% | $5,630+338.2% | $4,299+473.8% |
| Admin fee / account holder | $2,837 | $7,999-64.5% | $15,900-82.2% | $6,924-59.0% |