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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 | $473,816 | $81,504+481.3% | $102,437+362.5% | $80,959+485.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.86% | 25.60%-5.7pp | 24.95%-5.1pp | 35.67%-15.8pp |
| Employer contribution / active EE | $9,029 | $3,104+190.9% | $3,871+133.3% | $2,757+227.5% |
| Participant deferral / active EE | $17,072 | $3,871+341.0% | $5,060+237.4% | $4,300+297.0% |
| Admin fee / account holder | $6,028 | $6,719-10.3% | $8,388-28.1% | $6,925-13.0% |