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 | $597,340 | $77,638+669.4% | $156,551+281.6% | $62,881+850.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.84% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $37,502 | $3,444+988.9% | $5,501+581.7% | $2,281+1544.1% |
| Participant deferral / active EE | $22,322 | $3,046+632.9% | $4,871+358.3% | $3,203+596.9% |
| Admin fee / account holder | $18,561 | $5,561+233.7% | $13,028+42.5% | $4,296+332.1% |