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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 | $472,358 | $84,236+460.8% | $170,435+177.1% | $70,126+573.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.57% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $25,757 | $3,387+660.4% | $5,432+374.1% | $2,343+999.5% |
| Participant deferral / active EE | $11,312 | $3,086+266.6% | $4,939+129.0% | $3,332+239.5% |
| Admin fee / account holder | $17,445 | $5,698+206.1% | $13,881+25.7% | $4,645+275.5% |