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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 | $686,261 | $125,797+445.5% | $170,043+303.6% | $75,173+812.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.58% | 27.20%-11.6pp | 53.40%-37.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $29,495 | $4,616+538.9% | $6,790+334.4% | $2,671+1004.3% |
| Participant deferral / active EE | $20,386 | $6,838+198.1% | $10,410+95.8% | $4,126+394.1% |
| Admin fee / account holder | $11,710 | $8,177+43.2% | $12,824-8.7% | $5,651+107.2% |