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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 | $572,620 | $86,050+565.4% | $189,758+201.8% | $94,015+509.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.35% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $10,824 | $2,819+283.9% | $4,767+127.1% | $2,790+287.9% |
| Participant deferral / active EE | $10,796 | $3,349+222.4% | $5,856+84.4% | $4,249+154.1% |
| Admin fee / account holder | $20,547 | $6,627+210.1% | $20,388+0.8% | $8,951+129.5% |