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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 | $559,313 | $99,875+460.0% | $146,866+280.8% | $86,983+543.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 14.58% | 28.10%-13.5pp | 102.85%-88.3pp | 25.83%-11.2pp |
| Employer contribution / active EE | $14,855 | $3,224+360.7% | $4,425+235.7% | $2,584+474.8% |
| Participant deferral / active EE | $20,864 | $6,322+230.0% | $7,759+168.9% | $4,194+397.5% |
| Admin fee / account holder | $1,519 | $7,838-80.6% | $13,620-88.9% | $7,856-80.7% |