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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 | $479,450 | $94,439+407.7% | $73,658+550.9% | $154,746+209.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.63% | 28.25%-12.6pp | 29.72%-14.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $17,636 | $1,257+1302.7% | $1,032+1608.3% | $4,379+302.7% |
| Participant deferral / active EE | $14,906 | $2,527+489.9% | $2,062+622.9% | $6,730+121.5% |
| Admin fee / account holder | $44,651 | $3,843+1061.9% | $3,357+1230.2% | $14,365+210.8% |