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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 | $819,452 | $93,071+780.5% | $74,583+998.7% | $273,968+199.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.35% | 26.18%-17.8pp | 20.47%-12.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $20,000 | $3,160+533.0% | $2,525+692.1% | $4,869+310.8% |
| Participant deferral / active EE | $14,875 | $4,160+257.6% | $3,458+330.2% | $5,287+181.4% |
| Admin fee / account holder | $64,344 | $5,272+1120.4% | $4,138+1455.1% | $10,132+535.0% |