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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 | $652,475 | $97,550+568.9% | $120,344+442.2% | $87,485+645.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.33% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $21,366 | $2,291+832.7% | $3,020+607.5% | $2,596+723.0% |
| Participant deferral / active EE | $5,222 | $4,230+23.5% | $5,135+1.7% | $4,274+22.2% |
| Admin fee / account holder | $16,477 | $9,543+72.7% | $12,742+29.3% | $7,775+111.9% |