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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 | $579,852 | $77,920+644.2% | $149,723+287.3% | $75,177+671.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.90% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.9pp |
| Employer contribution / active EE | $22,284 | $3,138+610.1% | $4,821+362.2% | $2,671+734.3% |
| Participant deferral / active EE | $20,986 | $3,411+515.2% | $5,682+269.3% | $4,126+408.6% |
| Admin fee / account holder | $51,125 | $5,951+759.2% | $13,215+286.9% | $5,651+804.7% |