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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 | $699,659 | $106,749+555.4% | $145,433+381.1% | $82,448+748.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.03% | 27.59%-12.6pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $17,365 | $3,444+404.1% | $4,554+281.3% | $2,551+580.7% |
| Participant deferral / active EE | $18,392 | $6,519+182.1% | $7,897+132.9% | $4,139+344.3% |
| Admin fee / account holder | $22,253 | $8,390+165.2% | $13,129+69.5% | $7,234+207.6% |