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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 | $529,601 | $84,236+528.7% | $170,435+210.7% | $70,126+655.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $16,455 | $3,387+385.8% | $5,432+202.9% | $2,343+602.4% |
| Participant deferral / active EE | $11,114 | $3,086+260.2% | $4,939+125.0% | $3,332+233.6% |
| Admin fee / account holder | $40,785 | $5,698+615.7% | $13,881+193.8% | $4,645+777.9% |