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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 | $611,433 | $86,050+610.6% | $189,758+222.2% | $94,015+550.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 17.10% | 17.77%-0.7pp | 52.62%-35.5pp | 17.84%-0.7pp |
| Employer contribution / active EE | $34,280 | $2,819+1115.9% | $4,767+619.2% | $2,790+1128.6% |
| Participant deferral / active EE | $17,597 | $3,349+425.5% | $5,856+200.5% | $4,249+314.1% |
| Admin fee / account holder | $22,006 | $6,627+232.1% | $20,388+7.9% | $8,951+145.8% |