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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 | $743,439 | $81,331+814.1% | $155,534+378.0% | $80,935+818.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.67% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $38,513 | $3,105+1140.5% | $4,675+723.8% | $2,757+1297.1% |
| Participant deferral / active EE | $18,257 | $3,454+428.5% | $5,630+224.3% | $4,299+324.6% |
| Admin fee / account holder | $131,811 | $7,999+1547.8% | $15,900+729.0% | $6,924+1803.6% |