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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 | $520,788 | $81,331+540.3% | $155,534+234.8% | $80,935+543.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.75% | 33.37%-22.6pp | 64.92%-54.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $33,998 | $3,105+995.0% | $4,675+627.3% | $2,757+1133.3% |
| Participant deferral / active EE | $1,445 | $3,454-58.2% | $5,630-74.3% | $4,299-66.4% |
| Admin fee / account holder | $30,575 | $7,999+282.2% | $15,900+92.3% | $6,924+341.6% |