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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 | $492,699 | $84,236+484.9% | $170,439+189.1% | $70,124+602.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.03% | 23.06%-9.0pp | 205.94%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $22,868 | $3,387+575.1% | $5,433+320.9% | $2,342+876.2% |
| Participant deferral / active EE | $11,230 | $3,086+263.9% | $4,939+127.3% | $3,332+237.0% |
| Admin fee / account holder | $24,595 | $5,698+331.6% | $13,881+77.2% | $4,645+429.4% |