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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 | $618,193 | $81,233+661.0% | $155,567+297.4% | $80,874+664.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.60% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $39,063 | $3,101+1159.8% | $4,674+735.7% | $2,756+1317.5% |
| Participant deferral / active EE | $23,709 | $3,452+586.8% | $5,628+321.3% | $4,297+451.8% |
| Admin fee / account holder | $26,568 | $7,998+232.2% | $15,916+66.9% | $6,935+283.1% |