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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 | $505,590 | $77,817+549.7% | $123,553+309.2% | $64,173+687.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.83% | 12.49%-2.7pp | 119.21%-109.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $22,471 | $3,014+645.6% | $4,628+385.5% | $2,381+843.9% |
| Participant deferral / active EE | $12,739 | $5,240+143.1% | $6,426+98.3% | $3,470+267.2% |
| Admin fee / account holder | $25,373 | $5,519+359.7% | $9,284+173.3% | $4,887+419.1% |