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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 | $576,806 | $98,760+484.0% | $149,715+285.3% | $79,858+622.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.10% | 27.43%-9.3pp | 276.66%-258.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $6,654 | $3,217+106.8% | $4,645+43.3% | $2,471+169.3% |
| Participant deferral / active EE | $14,776 | $5,681+160.1% | $6,842+116.0% | $3,740+295.1% |
| Admin fee / account holder | $18,274 | $6,053+201.9% | $9,310+96.3% | $5,306+244.4% |