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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 | $604,787 | $84,236+618.0% | $170,435+254.8% | $70,126+762.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.40% | 23.06%-10.7pp | 205.94%-193.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $31,151 | $3,387+819.7% | $5,432+473.4% | $2,343+1229.8% |
| Participant deferral / active EE | $2,053 | $3,086-33.5% | $4,939-58.4% | $3,332-38.4% |
| Admin fee / account holder | $72,321 | $5,698+1169.2% | $13,881+421.0% | $4,645+1456.8% |