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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 | $618,930 | $77,814+695.4% | $158,223+291.2% | $86,983+611.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.57% | 30.54%-16.0pp | 52.09%-37.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $42,984 | $2,592+1558.2% | $4,109+946.1% | $2,584+1563.2% |
| Participant deferral / active EE | $6,494 | $3,270+98.6% | $5,467+18.8% | $4,194+54.9% |
| Admin fee / account holder | $38,159 | $5,879+549.0% | $16,047+137.8% | $7,856+385.7% |