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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 | $552,935 | $81,504+578.4% | $102,437+439.8% | $80,959+583.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.51% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $9,685 | $3,104+212.1% | $3,871+150.2% | $2,757+251.3% |
| Participant deferral / active EE | $19,371 | $3,871+400.4% | $5,060+282.8% | $4,300+350.5% |
| Admin fee / account holder | $74,474 | $6,719+1008.3% | $8,388+787.9% | $6,925+975.4% |