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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 | $497,150 | $86,050+477.7% | $189,758+162.0% | $94,015+428.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.89% | 17.77%-2.9pp | 52.62%-37.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $24,547 | $2,819+770.7% | $4,767+415.0% | $2,790+779.8% |
| Participant deferral / active EE | $6,970 | $3,349+108.1% | $5,856+19.0% | $4,249+64.0% |
| Admin fee / account holder | $29,627 | $6,627+347.1% | $20,388+45.3% | $8,951+231.0% |