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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 | $623,396 | $138,385+350.5% | $184,243+238.4% | $80,925+670.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.57% | 20.02%-2.4pp | 28.82%-11.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $25,149 | $4,851+418.5% | $6,427+291.3% | $2,756+812.4% |
| Participant deferral / active EE | $21,535 | $7,075+204.4% | $9,132+135.8% | $4,299+401.0% |
| Admin fee / account holder | $1,623 | $10,489-84.5% | $13,914-88.3% | $6,940-76.6% |