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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 | $554,973 | $81,276+582.8% | $155,574+256.7% | $80,925+585.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.42% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $38,498 | $3,103+1140.7% | $4,676+723.4% | $2,756+1296.8% |
| Participant deferral / active EE | $19,199 | $3,453+456.0% | $5,629+241.1% | $4,299+346.6% |
| Admin fee / account holder | $19,785 | $7,993+147.5% | $15,914+24.3% | $6,940+185.1% |