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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 | $479,014 | $106,280+350.7% | $96,538+396.2% | $139,487+243.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.19% | 38.48%-20.3pp | 35.74%-17.5pp | 373.84%-355.7pp |
| Employer contribution / active EE | $24,397 | $4,107+494.0% | $3,740+552.3% | $4,755+413.1% |
| Participant deferral / active EE | $13,914 | $5,457+155.0% | $4,880+185.1% | $6,713+107.3% |
| Admin fee / account holder | $4,139 | $7,888-47.5% | $6,737-38.6% | $11,407-63.7% |