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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 | $851,925 | $146,267+482.4% | $197,124+332.2% | $82,448+933.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.18% | 29.61%-10.4pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $32,790 | $4,723+594.2% | $6,227+426.5% | $2,551+1185.4% |
| Participant deferral / active EE | $25,761 | $7,035+266.2% | $9,135+182.0% | $4,139+522.4% |
| Admin fee / account holder | $72,282 | $14,422+401.2% | $16,298+343.5% | $7,234+899.1% |