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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 | $705,315 | $89,367+689.2% | $141,191+399.5% | $72,975+866.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.54% | 111.87%-92.3pp | 71.41%-51.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $14,203 | $3,115+356.0% | $4,736+199.9% | $2,440+482.1% |
| Participant deferral / active EE | $16,611 | $5,419+206.6% | $6,710+147.6% | $3,608+360.4% |
| Admin fee / account holder | $8,074 | $5,957+35.6% | $10,264-21.3% | $5,124+57.6% |