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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 | $598,424 | $138,393+332.4% | $184,256+224.8% | $80,959+639.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.76% | 20.01%-4.3pp | 28.85%-13.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $28,454 | $4,847+487.0% | $6,427+342.7% | $2,757+932.0% |
| Participant deferral / active EE | $22,504 | $7,076+218.0% | $9,133+146.4% | $4,300+423.3% |
| Admin fee / account holder | $52,982 | $10,489+405.1% | $13,899+281.2% | $6,925+665.0% |