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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 | $845,775 | $94,439+795.6% | $73,658+1048.2% | $154,746+446.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.64% | 28.25%-12.6pp | 29.72%-14.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $77,441 | $1,257+6059.5% | $1,032+7401.5% | $4,379+1668.4% |
| Participant deferral / active EE | $23,500 | $2,527+829.9% | $2,062+1039.7% | $6,730+249.2% |
| Admin fee / account holder | $5,710 | $3,843+48.6% | $3,357+70.1% | $14,365-60.3% |