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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 | $102,609+371.2% | $98,090+392.9% | $138,895+248.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.29% | 36.44%-19.1pp | 37.05%-19.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $21,000 | $3,867+443.0% | $3,606+482.3% | $4,194+400.7% |
| Participant deferral / active EE | $23,500 | $8,167+187.7% | $7,845+199.6% | $6,396+267.4% |
| Admin fee / account holder | $460,940 | $11,434+3931.3% | $11,815+3801.3% | $12,562+3569.3% |