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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 | $720,081 | $81,358+785.1% | $155,556+362.9% | $80,959+789.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.74% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $32,248 | $3,106+938.1% | $4,675+589.7% | $2,757+1069.6% |
| Participant deferral / active EE | $24,157 | $3,455+599.1% | $5,631+329.0% | $4,300+461.8% |
| Admin fee / account holder | $36,375 | $7,994+355.0% | $15,885+129.0% | $6,925+425.2% |