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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 | $685,149 | $123,793+453.5% | $177,848+285.2% | $79,856+758.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.61% | 22.82%-8.2pp | 48.33%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $12,140 | $4,095+196.4% | $5,919+105.1% | $2,471+391.2% |
| Participant deferral / active EE | $24,202 | $5,956+306.3% | $7,714+213.8% | $3,741+547.0% |
| Admin fee / account holder | $50,850 | $7,243+602.1% | $12,431+309.0% | $5,306+858.3% |