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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 | $568,664 | $77,638+632.5% | $156,551+263.2% | $62,881+804.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.32% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $28,377 | $3,444+724.0% | $5,501+415.8% | $2,281+1144.1% |
| Participant deferral / active EE | $11,113 | $3,046+264.9% | $4,871+128.1% | $3,203+247.0% |
| Admin fee / account holder | $30,291 | $5,561+444.7% | $13,028+132.5% | $4,296+605.1% |