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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 | $431,279 | $123,793+248.4% | $177,848+142.5% | $79,856+440.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.99% | 22.82%-3.8pp | 48.33%-29.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $21,133 | $4,095+416.0% | $5,919+257.1% | $2,471+755.2% |
| Participant deferral / active EE | $19,778 | $5,956+232.0% | $7,714+156.4% | $3,741+428.7% |
| Admin fee / account holder | $1,926 | $7,243-73.4% | $12,431-84.5% | $5,306-63.7% |