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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 | $536,785 | $77,920+588.9% | $149,723+258.5% | $75,177+614.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.64% | 31.72%-13.1pp | 134.50%-115.9pp | 160.75%-142.1pp |
| Employer contribution / active EE | $17,218 | $3,138+448.7% | $4,821+257.1% | $2,671+544.6% |
| Participant deferral / active EE | $12,691 | $3,411+272.0% | $5,682+123.3% | $4,126+207.6% |
| Admin fee / account holder | $7,090 | $5,951+19.2% | $13,215-46.3% | $5,651+25.5% |