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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 | $833,310 | $81,262+925.5% | $155,602+435.5% | $80,911+929.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.52% | 33.34%-11.8pp | 64.81%-43.3pp | 35.63%-14.1pp |
| Employer contribution / active EE | $24,775 | $3,102+698.7% | $4,675+429.9% | $2,756+799.0% |
| Participant deferral / active EE | $23,115 | $3,451+569.7% | $5,629+310.7% | $4,297+437.9% |
| Admin fee / account holder | $200,226 | $7,992+2405.4% | $15,923+1157.4% | $6,935+2787.3% |