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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 | $816,868 | $81,276+905.1% | $155,574+425.1% | $80,925+909.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 27.88% | 33.36%-5.5pp | 64.87%-37.0pp | 35.65%-7.8pp |
| Employer contribution / active EE | $30,096 | $3,103+869.9% | $4,676+543.7% | $2,756+991.9% |
| Participant deferral / active EE | $19,108 | $3,453+453.4% | $5,629+239.4% | $4,299+344.5% |
| Admin fee / account holder | $709 | $7,993-91.1% | $15,914-95.5% | $6,940-89.8% |