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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 | $661,405 | $81,358+713.0% | $155,556+325.2% | $80,959+717.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.07% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $31,704 | $3,106+920.6% | $4,675+578.1% | $2,757+1049.9% |
| Participant deferral / active EE | $23,287 | $3,455+573.9% | $5,631+313.6% | $4,300+441.5% |
| Admin fee / account holder | $56,226 | $7,994+603.4% | $15,885+254.0% | $6,925+711.9% |