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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 | $150,947+407.8% | $76,002+908.5% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.1%+30.9pp | - |
| Annual return | 16.27% | 14.08%+2.2pp | 360.07%-343.8pp | - |
| Employer contribution / active EE | $30,572 | $2,535+1106.0% | $2,688+1037.2% | - |
| Participant deferral / active EE | $10,263 | $4,236+142.3% | $4,257+141.1% | - |
| Admin fee / account holder | $13,920 | $25,214-44.8% | $6,414+117.0% | - |