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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 | $554,575 | $76,407+625.8% | $150,298+269.0% | $82,448+572.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.93% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $14,908 | $2,614+470.3% | $4,154+258.9% | $2,551+484.4% |
| Participant deferral / active EE | $5,091 | $3,214+58.4% | $5,453-6.6% | $4,139+23.0% |
| Admin fee / account holder | $37,354 | $6,352+488.1% | $14,116+164.6% | $7,234+416.3% |