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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 | $766,481 | $151,490+406.0% | $76,030+908.1% | - |
| Participation rate | 100.0% | 67.5%+32.5pp | 69.1%+30.9pp | - |
| Annual return | 16.27% | 14.17%+2.1pp | 361.54%-345.3pp | - |
| Employer contribution / active EE | $30,572 | $2,542+1102.9% | $2,688+1037.5% | - |
| Participant deferral / active EE | $10,263 | $4,237+142.3% | $4,257+141.1% | - |
| Admin fee / account holder | $13,920 | $25,345-45.1% | $6,421+116.8% | - |