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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 | $100,194+551.2% | $122,979+430.6% | $86,983+650.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.33% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $21,366 | $2,326+818.8% | $3,062+597.7% | $2,584+726.7% |
| Participant deferral / active EE | $5,222 | $4,133+26.3% | $5,003+4.4% | $4,194+24.5% |
| Admin fee / account holder | $16,477 | $10,148+62.4% | $12,864+28.1% | $7,856+109.7% |