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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 | $608,208 | $77,814+681.6% | $158,223+284.4% | $86,983+599.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.35% | 30.54%-14.2pp | 52.09%-35.7pp | 25.83%-9.5pp |
| Employer contribution / active EE | $35,539 | $2,592+1271.0% | $4,109+765.0% | $2,584+1275.1% |
| Participant deferral / active EE | $19,081 | $3,270+483.6% | $5,467+249.0% | $4,194+355.0% |
| Admin fee / account holder | $49,565 | $5,879+743.1% | $16,047+208.9% | $7,856+530.9% |