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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 | $737,356 | $98,766+646.6% | $149,730+392.5% | $79,852+823.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.02% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $12,684 | $3,217+294.3% | $4,645+173.1% | $2,471+413.3% |
| Participant deferral / active EE | $14,801 | $5,681+160.5% | $6,843+116.3% | $3,740+295.7% |
| Admin fee / account holder | $22,824 | $6,052+277.1% | $9,310+145.1% | $5,306+330.1% |