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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 | $359,918 | $143,969+150.0% | $199,883+80.1% | $82,637+335.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 20.64% | 25.67%-5.0pp | 43.81%-23.2pp | 53.51%-32.9pp |
| Employer contribution / active EE | $27,495 | $4,632+493.5% | $6,261+339.1% | $2,552+977.3% |
| Participant deferral / active EE | $20,859 | $6,937+200.7% | $9,138+128.3% | $4,126+405.5% |
| Admin fee / account holder | $3,616 | $14,597-75.2% | $17,268-79.1% | $7,339-50.7% |