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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 | $545,724 | $84,236+547.9% | $170,435+220.2% | $70,126+678.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.64% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $13,828 | $3,387+308.2% | $5,432+154.5% | $2,343+490.3% |
| Participant deferral / active EE | $13,484 | $3,086+337.0% | $4,939+173.0% | $3,332+304.7% |
| Admin fee / account holder | $2,693 | $5,698-52.7% | $13,881-80.6% | $4,645-42.0% |