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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 | $649,901 | $81,331+699.1% | $155,534+317.8% | $80,935+703.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.64% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $6,949 | $3,105+123.8% | $4,675+48.6% | $2,757+152.1% |
| Participant deferral / active EE | $5,329 | $3,454+54.3% | $5,630-5.3% | $4,299+24.0% |
| Admin fee / account holder | $37,103 | $7,999+363.8% | $15,900+133.4% | $6,924+435.8% |