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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 | $609,735 | $84,236+623.8% | $170,435+257.8% | $70,126+769.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.28% | 23.06%-2.8pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $19,901 | $3,387+487.5% | $5,432+266.3% | $2,343+749.6% |
| Participant deferral / active EE | $16,396 | $3,086+431.3% | $4,939+231.9% | $3,332+392.1% |
| Admin fee / account holder | $6,586 | $5,698+15.6% | $13,881-52.6% | $4,645+41.8% |