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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 | $697,589 | $55,684+1152.8% | $75,900+819.1% | $72,976+855.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.44% | 27.60%-4.2pp | 30.73%-7.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $23,962 | $1,687+1320.5% | $2,501+858.1% | $2,440+882.0% |
| Participant deferral / active EE | $9,000 | $2,634+241.7% | $3,604+149.8% | $3,608+149.5% |
| Admin fee / account holder | $15,656 | $3,981+293.2% | $5,421+188.8% | $5,124+205.5% |