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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 | $704,587 | $76,407+822.1% | $150,298+368.8% | $82,448+754.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.20% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $28,067 | $2,614+973.7% | $4,154+575.7% | $2,551+1000.3% |
| Participant deferral / active EE | $17,542 | $3,214+445.7% | $5,453+221.7% | $4,139+323.8% |
| Admin fee / account holder | $44,249 | $6,352+596.6% | $14,116+213.5% | $7,234+511.6% |