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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 | $484,087 | $125,797+284.8% | $170,028+184.7% | $75,181+543.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 33.41% | 27.20%+6.2pp | 53.39%-20.0pp | 160.69%-127.3pp |
| Employer contribution / active EE | $29,137 | $4,616+531.2% | $6,788+329.3% | $2,671+991.1% |
| Participant deferral / active EE | $21,194 | $6,838+209.9% | $10,409+103.6% | $4,126+413.7% |
| Admin fee / account holder | $2,317 | $8,177-71.7% | $12,820-81.9% | $5,650-59.0% |