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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 | $548,662 | $180,028+204.8% | $138,135+297.2% | $158,982+245.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 21.68%-6.6pp | 20.51%-5.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $8,941 | $7,470+19.7% | $5,587+60.0% | $4,763+87.7% |
| Participant deferral / active EE | $7,891 | $7,717+2.2% | $6,431+22.7% | $5,983+31.9% |
| Admin fee / account holder | $40,059 | $17,912+123.6% | $11,856+237.9% | $11,252+256.0% |