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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 | $81,358+675.9% | $155,556+305.8% | $80,959+679.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.06% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $31,375 | $3,106+910.0% | $4,675+571.1% | $2,757+1038.0% |
| Participant deferral / active EE | $17,065 | $3,455+393.9% | $5,631+203.1% | $4,300+296.8% |
| Admin fee / account holder | $8,099 | $7,994+1.3% | $15,885-49.0% | $6,925+17.0% |