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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 | $75,541+957.6% | $152,093+425.3% | $82,637+866.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.54% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $28,205 | $2,622+975.5% | $4,175+575.6% | $2,552+1005.1% |
| Participant deferral / active EE | $16,254 | $3,206+407.0% | $5,451+198.2% | $4,126+293.9% |
| Admin fee / account holder | $1,615 | $6,405-74.8% | $14,497-88.9% | $7,339-78.0% |