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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 | $727,378 | $84,236+763.5% | $170,435+326.8% | $70,126+937.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.04% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $29,228 | $3,387+762.9% | $5,432+438.0% | $2,343+1147.7% |
| Participant deferral / active EE | $16,181 | $3,086+424.4% | $4,939+227.6% | $3,332+385.7% |
| Admin fee / account holder | $26,728 | $5,698+369.1% | $13,881+92.6% | $4,645+475.4% |