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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 | $691,065 | $84,236+720.4% | $170,439+305.5% | $70,124+885.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 37.30% | 23.06%+14.2pp | 205.94%-168.6pp | 73.14%-35.8pp |
| Employer contribution / active EE | $26,736 | $3,387+689.3% | $5,433+392.1% | $2,342+1041.4% |
| Participant deferral / active EE | $15,746 | $3,086+410.3% | $4,939+218.8% | $3,332+372.6% |
| Admin fee / account holder | $35,315 | $5,698+519.8% | $13,881+154.4% | $4,645+660.2% |