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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 | $684,806 | $81,262+742.7% | $155,602+340.1% | $80,911+746.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 33.34%-19.4pp | 64.81%-50.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $26,492 | $3,102+754.1% | $4,675+466.6% | $2,756+861.3% |
| Participant deferral / active EE | $18,343 | $3,451+431.5% | $5,629+225.9% | $4,297+326.9% |
| Admin fee / account holder | $8,278 | $7,992+3.6% | $15,923-48.0% | $6,935+19.4% |