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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 | $628,061 | $124,425+404.8% | $112,040+460.6% | $137,256+357.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.98% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $11,387 | $3,411+233.8% | $2,954+285.5% | $4,156+174.0% |
| Participant deferral / active EE | $20,195 | $5,718+253.2% | $5,098+296.2% | $6,407+215.2% |
| Admin fee / account holder | $50,418 | $15,207+231.6% | $12,098+316.7% | $12,270+310.9% |