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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 | $828,361 | $75,541+996.6% | $152,093+444.6% | $82,637+902.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.15% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $41,109 | $2,622+1467.6% | $4,175+884.7% | $2,552+1510.8% |
| Participant deferral / active EE | $19,065 | $3,206+494.7% | $5,451+249.7% | $4,126+362.1% |
| Admin fee / account holder | $70,800 | $6,405+1005.5% | $14,497+388.4% | $7,339+864.7% |