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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 | $494,727 | $81,276+508.7% | $155,574+218.0% | $80,925+511.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.32% | 33.36%-18.0pp | 64.87%-49.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $13,071 | $3,103+321.2% | $4,676+179.5% | $2,756+374.2% |
| Participant deferral / active EE | $8,907 | $3,453+158.0% | $5,629+58.2% | $4,299+107.2% |
| Admin fee / account holder | $56,872 | $7,993+611.5% | $15,914+257.4% | $6,940+719.5% |