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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 | $769,884 | $84,236+814.0% | $170,435+351.7% | $70,126+997.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.92% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $19,607 | $3,387+478.9% | $5,432+260.9% | $2,343+737.0% |
| Participant deferral / active EE | $10,217 | $3,086+231.1% | $4,939+106.8% | $3,332+206.6% |
| Admin fee / account holder | $16,664 | $5,698+192.4% | $13,881+20.1% | $4,645+258.7% |