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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 | $587,814 | $72,269+713.4% | $101,271+480.4% | $79,852+636.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.82% | 22.29%-4.5pp | 46.48%-28.7pp | 31.72%-13.9pp |
| Employer contribution / active EE | $23,431 | $2,692+770.4% | $3,660+540.2% | $2,471+848.2% |
| Participant deferral / active EE | $8,060 | $3,282+145.6% | $4,371+84.4% | $3,740+115.5% |
| Admin fee / account holder | $1,086 | $4,401-75.3% | $5,948-81.7% | $5,306-79.5% |