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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 | $716,794 | $93,598+665.8% | $135,974+427.2% | $75,173+853.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.01% | 30.89%+0.1pp | 68.30%-37.3pp | 160.72%-129.7pp |
| Employer contribution / active EE | $21,250 | $3,538+500.6% | $4,859+337.3% | $2,671+695.6% |
| Participant deferral / active EE | $20,739 | $6,405+223.8% | $7,760+167.3% | $4,126+402.6% |
| Admin fee / account holder | $3,867 | $6,978-44.6% | $10,767-64.1% | $5,651-31.6% |