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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 | $545,011 | $77,638+602.0% | $156,551+248.1% | $62,881+766.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.36% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $27,200 | $3,444+689.8% | $5,501+394.4% | $2,281+1092.5% |
| Participant deferral / active EE | $18,197 | $3,046+497.5% | $4,871+273.6% | $3,203+468.1% |
| Admin fee / account holder | $12,872 | $5,561+131.5% | $13,028-1.2% | $4,296+199.6% |