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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 | $680,545 | $77,920+773.4% | $149,723+354.5% | $75,177+805.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.56% | 31.72%-17.2pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $19,388 | $3,138+517.8% | $4,821+302.1% | $2,671+625.9% |
| Participant deferral / active EE | $11,535 | $3,411+238.1% | $5,682+103.0% | $4,126+179.5% |
| Admin fee / account holder | $20,484 | $5,951+244.2% | $13,215+55.0% | $5,651+262.5% |