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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 | $598,009 | $91,198+555.7% | $178,503+235.0% | $79,856+648.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.31% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $33,626 | $3,257+932.5% | $5,011+571.0% | $2,471+1260.7% |
| Participant deferral / active EE | $16,363 | $3,237+405.6% | $5,202+214.5% | $3,741+337.4% |
| Admin fee / account holder | $8,173 | $6,748+21.1% | $13,987-41.6% | $5,306+54.0% |