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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 | $628,818 | $81,233+674.1% | $155,567+304.2% | $80,874+677.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.53% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $29,157 | $3,101+840.3% | $4,674+523.8% | $2,756+958.1% |
| Participant deferral / active EE | $22,366 | $3,452+547.9% | $5,628+297.4% | $4,297+420.5% |
| Admin fee / account holder | $93,874 | $7,998+1073.8% | $15,916+489.8% | $6,935+1253.6% |