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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 | $798,888 | $77,814+926.7% | $158,223+404.9% | $86,983+818.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 17.54% | 30.54%-13.0pp | 52.09%-34.5pp | 25.83%-8.3pp |
| Employer contribution / active EE | $28,205 | $2,592+988.1% | $4,109+586.4% | $2,584+991.3% |
| Participant deferral / active EE | $16,254 | $3,270+397.1% | $5,467+197.3% | $4,194+287.6% |
| Admin fee / account holder | $1,615 | $5,879-72.5% | $16,047-89.9% | $7,856-79.4% |