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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 | $484,951 | $81,276+496.7% | $155,574+211.7% | $80,925+499.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.36% | 33.36%-14.0pp | 64.87%-45.5pp | 35.65%-16.3pp |
| Employer contribution / active EE | $6,659 | $3,103+114.6% | $4,676+42.4% | $2,756+141.6% |
| Participant deferral / active EE | $5,836 | $3,453+69.0% | $5,629+3.7% | $4,299+35.8% |
| Admin fee / account holder | $812 | $7,993-89.8% | $15,914-94.9% | $6,940-88.3% |