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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 | $629,277 | $146,267+330.2% | $197,124+219.2% | $82,448+663.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.00% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $14,642 | $4,723+210.0% | $6,227+135.1% | $2,551+474.0% |
| Participant deferral / active EE | $18,709 | $7,035+166.0% | $9,135+104.8% | $4,139+352.0% |
| Admin fee / account holder | $9,166 | $14,422-36.4% | $16,298-43.8% | $7,234+26.7% |