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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 | $81,331+508.3% | $155,534+218.1% | $80,935+511.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.32% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $13,071 | $3,105+321.0% | $4,675+179.6% | $2,757+374.1% |
| Participant deferral / active EE | $8,907 | $3,454+157.9% | $5,630+58.2% | $4,299+107.2% |
| Admin fee / account holder | $56,872 | $7,999+611.0% | $15,900+257.7% | $6,924+721.3% |