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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 | $829,483 | $110,303+652.0% | $95,759+766.2% | $139,487+494.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 27.19%-12.2pp | 28.42%-13.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $19,371 | $3,261+494.1% | $2,836+583.0% | $4,755+307.4% |
| Participant deferral / active EE | $16,085 | $4,674+244.1% | $4,244+279.0% | $6,713+139.6% |
| Admin fee / account holder | $14,667 | $6,615+121.7% | $5,678+158.3% | $11,407+28.6% |