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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 | $473,223 | $76,407+519.3% | $150,298+214.9% | $82,448+474.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.13% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $34,081 | $2,614+1203.8% | $4,154+720.4% | $2,551+1236.0% |
| Participant deferral / active EE | $21,581 | $3,214+571.4% | $5,453+295.8% | $4,139+421.4% |
| Admin fee / account holder | $29,800 | $6,352+369.2% | $14,116+111.1% | $7,234+311.9% |