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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 | $554,071 | $81,276+581.7% | $155,574+256.1% | $80,925+584.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.15% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $35,427 | $3,103+1041.7% | $4,676+657.7% | $2,756+1185.3% |
| Participant deferral / active EE | $13,129 | $3,453+280.2% | $5,629+133.2% | $4,299+205.4% |
| Admin fee / account holder | $83,832 | $7,993+948.8% | $15,914+426.8% | $6,940+1107.9% |