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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 | $755,789 | $125,797+500.8% | $170,057+344.4% | $75,177+905.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.89% | 27.20%-7.3pp | 53.42%-33.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $32,746 | $4,616+609.4% | $6,790+382.2% | $2,671+1125.9% |
| Participant deferral / active EE | $22,385 | $6,838+227.4% | $10,411+115.0% | $4,126+442.5% |
| Admin fee / account holder | $79,657 | $8,177+874.2% | $12,826+521.1% | $5,651+1309.5% |