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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 | $716,390 | $76,407+837.6% | $150,298+376.6% | $82,448+768.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $23,392 | $2,614+794.8% | $4,154+463.1% | $2,551+817.0% |
| Participant deferral / active EE | $21,577 | $3,214+571.3% | $5,453+295.7% | $4,139+421.3% |
| Admin fee / account holder | $62,341 | $6,352+881.4% | $14,116+341.6% | $7,234+761.7% |