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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 | $76,407+984.1% | $150,298+451.1% | $82,448+904.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.15% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $41,109 | $2,614+1472.6% | $4,154+889.6% | $2,551+1511.5% |
| Participant deferral / active EE | $19,065 | $3,214+493.1% | $5,453+249.6% | $4,139+360.6% |
| Admin fee / account holder | $70,800 | $6,352+1014.6% | $14,116+401.6% | $7,234+878.7% |