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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 | $151,310+406.6% | $76,119+907.0% | - |
| Participation rate | 100.0% | 67.4%+32.6pp | 69.1%+30.9pp | - |
| Annual return | 16.27% | 14.08%+2.2pp | 361.25%-345.0pp | - |
| Employer contribution / active EE | $30,572 | $2,536+1105.7% | $2,693+1035.4% | - |
| Participant deferral / active EE | $10,263 | $4,236+142.3% | $4,259+141.0% | - |
| Admin fee / account holder | $13,920 | $25,296-45.0% | $6,421+116.8% | - |