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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 | $600,631 | $76,407+686.1% | $150,298+299.6% | $82,448+628.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $23,511 | $2,614+799.4% | $4,154+466.0% | $2,551+821.7% |
| Participant deferral / active EE | $5,395 | $3,214+67.8% | $5,453-1.1% | $4,139+30.3% |
| Admin fee / account holder | $46,673 | $6,352+634.8% | $14,116+230.6% | $7,234+545.2% |