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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 | $732,825 | $75,541+870.1% | $152,093+381.8% | $82,637+786.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.50% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $32,693 | $2,622+1146.7% | $4,175+683.1% | $2,552+1181.0% |
| Participant deferral / active EE | $17,284 | $3,206+439.2% | $5,451+217.1% | $4,126+318.9% |
| Admin fee / account holder | $26,261 | $6,405+310.0% | $14,497+81.2% | $7,339+257.8% |