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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 | $502,341 | $84,233+496.4% | $170,436+194.7% | $70,131+616.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.58% | 23.06%-10.5pp | 205.94%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $17,163 | $3,387+406.7% | $5,433+215.9% | $2,342+632.7% |
| Participant deferral / active EE | $13,298 | $3,086+331.0% | $4,939+169.2% | $3,332+299.1% |
| Admin fee / account holder | $77,746 | $5,698+1264.5% | $13,880+460.1% | $4,645+1573.6% |