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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 | $636,504 | $81,331+682.6% | $155,534+309.2% | $80,935+686.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.73% | 33.37%-12.6pp | 64.92%-44.2pp | 35.66%-14.9pp |
| Employer contribution / active EE | $23,180 | $3,105+646.6% | $4,675+395.8% | $2,757+740.8% |
| Participant deferral / active EE | $5,437 | $3,454+57.4% | $5,630-3.4% | $4,299+26.4% |
| Admin fee / account holder | $99,571 | $7,999+1144.8% | $15,900+526.2% | $6,924+1338.0% |