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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 | $721,149 | $77,908+825.6% | $149,696+381.7% | $75,173+859.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.34% | 31.73%-14.4pp | 134.46%-117.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $48,422 | $3,138+1443.2% | $4,821+904.4% | $2,671+1712.9% |
| Participant deferral / active EE | $17,975 | $3,411+426.9% | $5,682+216.3% | $4,126+335.6% |
| Admin fee / account holder | $56,234 | $5,950+845.2% | $13,212+325.6% | $5,651+895.2% |