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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 | $658,159 | $117,846+458.5% | $102,434+542.5% | $145,884+351.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 27.92% | 31.90%-4.0pp | 29.46%-1.5pp | 551.85%-523.9pp |
| Employer contribution / active EE | $2,625 | $3,615-27.4% | $3,023-13.2% | $4,662-43.7% |
| Participant deferral / active EE | $30,500 | $5,733+432.0% | $5,055+503.4% | $6,690+355.9% |
| Admin fee / account holder | $24,243 | $13,356+81.5% | $9,462+156.2% | $13,392+81.0% |