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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 | $618,944 | $93,598+561.3% | $135,974+355.2% | $75,173+723.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.93% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $5,184 | $3,538+46.5% | $4,859+6.7% | $2,671+94.1% |
| Participant deferral / active EE | $13,192 | $6,405+105.9% | $7,760+70.0% | $4,126+219.7% |
| Admin fee / account holder | $28,941 | $6,978+314.8% | $10,767+168.8% | $5,651+412.2% |