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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 | $659,677 | $107,421+514.1% | $182,262+261.9% | $94,015+601.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.54% | 21.32%-5.8pp | 140.60%-125.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $15,759 | $3,448+357.1% | $5,046+212.3% | $2,790+464.8% |
| Participant deferral / active EE | $10,646 | $6,558+62.3% | $8,276+28.6% | $4,249+150.5% |
| Admin fee / account holder | $12,780 | $8,692+47.0% | $16,712-23.5% | $8,951+42.8% |