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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 | $81,331+673.2% | $155,534+304.3% | $80,935+676.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.53% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $29,157 | $3,105+839.1% | $4,675+523.7% | $2,757+957.7% |
| Participant deferral / active EE | $22,366 | $3,454+547.5% | $5,630+297.3% | $4,299+420.2% |
| Admin fee / account holder | $93,874 | $7,999+1073.5% | $15,900+490.4% | $6,924+1255.7% |