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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 | $514,435 | $126,661+306.2% | $113,397+353.7% | $138,895+270.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.02% | 25.05%-8.0pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $7,102 | $3,456+105.5% | $2,977+138.5% | $4,194+69.3% |
| Participant deferral / active EE | $23,850 | $5,693+319.0% | $5,076+369.8% | $6,396+272.9% |
| Admin fee / account holder | $183,217 | $14,549+1159.3% | $11,957+1432.3% | $12,562+1358.5% |