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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 | $138,366+332.5% | $184,185+224.9% | $80,911+639.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.76% | 20.02%-4.3pp | 28.81%-13.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $28,454 | $4,849+486.8% | $6,426+342.8% | $2,756+932.5% |
| Participant deferral / active EE | $22,504 | $7,074+218.1% | $9,132+146.4% | $4,297+423.7% |
| Admin fee / account holder | $52,982 | $10,484+405.4% | $13,909+280.9% | $6,935+664.0% |