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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 | $668,812 | $75,541+785.4% | $152,093+339.7% | $82,637+709.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.89% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $77,073 | $2,622+2839.1% | $4,175+1746.2% | $2,552+2919.9% |
| Participant deferral / active EE | $7,564 | $3,206+135.9% | $5,451+38.7% | $4,126+83.3% |
| Admin fee / account holder | $64,901 | $6,405+913.3% | $14,497+347.7% | $7,339+784.4% |