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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 | $626,287 | $93,589+569.2% | $135,942+360.7% | $75,181+733.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.93% | 30.90%-14.0pp | 68.28%-51.3pp | 160.69%-143.8pp |
| Employer contribution / active EE | $17,307 | $3,537+389.3% | $4,858+256.3% | $2,671+548.1% |
| Participant deferral / active EE | $15,825 | $6,405+147.1% | $7,759+104.0% | $4,126+283.6% |
| Admin fee / account holder | $35,216 | $6,977+404.7% | $10,764+227.2% | $5,650+523.3% |