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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 | $521,978 | $106,864+388.5% | $147,318+254.3% | $82,637+531.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.06% | 27.49%-6.4pp | 70.43%-49.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $40,815 | $3,417+1094.6% | $4,593+788.7% | $2,552+1499.2% |
| Participant deferral / active EE | $14,596 | $6,496+124.7% | $7,906+84.6% | $4,126+253.7% |
| Admin fee / account holder | $18,240 | $8,415+116.8% | $13,708+33.1% | $7,339+148.5% |