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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 | $490,784 | $77,638+532.1% | $156,551+213.5% | $62,881+680.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.95% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $20,714 | $3,444+501.5% | $5,501+276.5% | $2,281+808.1% |
| Participant deferral / active EE | $13,441 | $3,046+341.3% | $4,871+175.9% | $3,203+319.6% |
| Admin fee / account holder | $6,815 | $5,561+22.5% | $13,028-47.7% | $4,296+58.6% |