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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 | $631,299 | $81,276+676.7% | $155,574+305.8% | $80,925+680.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.06% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $31,375 | $3,103+911.1% | $4,676+571.0% | $2,756+1038.3% |
| Participant deferral / active EE | $17,065 | $3,453+394.2% | $5,629+203.2% | $4,299+297.0% |
| Admin fee / account holder | $8,099 | $7,993+1.3% | $15,914-49.1% | $6,940+16.7% |