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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 | $577,566 | $98,776+484.7% | $149,745+285.7% | $79,856+623.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.87% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $22,365 | $3,217+595.2% | $4,646+381.4% | $2,471+805.0% |
| Participant deferral / active EE | $5,982 | $5,681+5.3% | $6,843-12.6% | $3,741+59.9% |
| Admin fee / account holder | $53,251 | $6,053+779.8% | $9,312+471.9% | $5,306+903.5% |