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 | $655,767 | $77,939+741.4% | $149,740+337.9% | $75,184+772.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.94% | 31.53%-9.6pp | 134.51%-112.6pp | 160.78%-138.8pp |
| Employer contribution / active EE | $40,197 | $3,140+1180.3% | $4,821+733.7% | $2,671+1404.8% |
| Participant deferral / active EE | $24,593 | $3,412+620.7% | $5,683+332.7% | $4,127+495.9% |
| Admin fee / account holder | $17,391 | $5,953+192.1% | $13,222+31.5% | $5,652+207.7% |