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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 | $497,723 | $84,236+490.9% | $170,435+192.0% | $70,126+609.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.97% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $19,887 | $3,387+487.1% | $5,432+266.1% | $2,343+748.9% |
| Participant deferral / active EE | $6,030 | $3,086+95.4% | $4,939+22.1% | $3,332+81.0% |
| Admin fee / account holder | $68,816 | $5,698+1107.7% | $13,881+395.8% | $4,645+1381.3% |