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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 | $483,512 | $107,666+349.1% | $102,184+373.2% | $154,746+212.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.29% | 29.33%-12.0pp | 31.58%-14.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $21,000 | $3,846+446.0% | $3,594+484.4% | $4,379+379.6% |
| Participant deferral / active EE | $23,500 | $8,719+169.5% | $8,309+182.8% | $6,730+249.2% |
| Admin fee / account holder | $460,940 | $12,943+3461.2% | $11,609+3870.6% | $14,365+3108.7% |