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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 | $81,276+742.6% | $155,574+340.2% | $80,925+746.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $26,492 | $3,103+753.8% | $4,676+466.6% | $2,756+861.2% |
| Participant deferral / active EE | $18,343 | $3,453+431.2% | $5,629+225.8% | $4,299+326.7% |
| Admin fee / account holder | $8,278 | $7,993+3.6% | $15,914-48.0% | $6,940+19.3% |