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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 | $490,486 | $58,848+733.5% | $88,179+456.2% | $82,637+493.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.65% | 22.76%-6.1pp | 64.97%-48.3pp | 53.51%-36.9pp |
| Employer contribution / active EE | $8,150 | $1,678+385.6% | $2,549+219.7% | $2,552+219.3% |
| Participant deferral / active EE | $13,786 | $3,124+341.3% | $4,614+198.8% | $4,126+234.1% |
| Admin fee / account holder | $13,720 | $4,795+186.1% | $7,673+78.8% | $7,339+86.9% |