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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 | $795,840 | $146,267+444.1% | $197,124+303.7% | $82,448+865.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 26.55% | 29.61%-3.1pp | 44.34%-17.8pp | 41.64%-15.1pp |
| Employer contribution / active EE | $26,458 | $4,723+460.2% | $6,227+324.9% | $2,551+937.2% |
| Participant deferral / active EE | $23,102 | $7,035+228.4% | $9,135+152.9% | $4,139+458.1% |
| Admin fee / account holder | $17,669 | $14,422+22.5% | $16,298+8.4% | $7,234+144.2% |