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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 | $605,184 | $106,749+466.9% | $145,433+316.1% | $82,448+634.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $18,767 | $3,444+444.8% | $4,554+312.0% | $2,551+635.7% |
| Participant deferral / active EE | $17,502 | $6,519+168.5% | $7,897+121.6% | $4,139+322.8% |
| Admin fee / account holder | $25,746 | $8,390+206.9% | $13,129+96.1% | $7,234+255.9% |