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 | $665,307 | $84,236+689.8% | $170,435+290.4% | $70,126+848.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.69% | 23.06%-8.4pp | 205.94%-191.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $38,586 | $3,387+1039.2% | $5,432+610.3% | $2,343+1547.2% |
| Participant deferral / active EE | $22,611 | $3,086+632.7% | $4,939+357.8% | $3,332+578.6% |
| Admin fee / account holder | $50,206 | $5,698+781.1% | $13,881+261.7% | $4,646+980.7% |