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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 | $808,101 | $145,431+455.7% | $211,142+282.7% | $87,485+823.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.80% | 27.21%-10.4pp | 46.84%-30.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $5,852 | $4,662+25.5% | $6,442-9.2% | $2,596+125.4% |
| Participant deferral / active EE | $13,516 | $6,859+97.1% | $9,284+45.6% | $4,274+216.3% |
| Admin fee / account holder | $71,106 | $17,052+317.0% | $19,076+272.8% | $7,775+814.6% |