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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 | $487,892 | $138,385+252.6% | $184,200+164.9% | $80,874+503.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 27.11% | 20.02%+7.1pp | 28.80%-1.7pp | 35.62%-8.5pp |
| Employer contribution / active EE | $29,361 | $4,849+505.4% | $6,424+357.1% | $2,756+965.5% |
| Participant deferral / active EE | $23,287 | $7,073+229.3% | $9,132+155.0% | $4,297+442.0% |
| Admin fee / account holder | $3,255 | $10,483-69.0% | $13,907-76.6% | $6,935-53.1% |