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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 | $706,795 | $96,508+632.4% | $75,901+831.2% | $152,897+362.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.44% | 33.99%-16.6pp | 30.76%-13.3pp | 345.43%-328.0pp |
| Employer contribution / active EE | $32,518 | $3,310+882.4% | $2,501+1200.3% | $4,764+582.6% |
| Participant deferral / active EE | $1,883 | $4,554-58.6% | $3,603-47.7% | $5,851-67.8% |
| Admin fee / account holder | $3,980 | $8,081-50.7% | $5,420-26.6% | $11,599-65.7% |