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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 | $474,599 | $109,359+334.0% | $162,166+192.7% | $72,986+550.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.77% | 25.46%-2.7pp | 115.59%-92.8pp | 81.01%-58.2pp |
| Employer contribution / active EE | $19,463 | $3,907+398.1% | $5,614+246.7% | $2,440+697.7% |
| Participant deferral / active EE | $12,797 | $5,481+133.5% | $7,298+75.4% | $3,607+254.7% |
| Admin fee / account holder | $3,335 | $7,972-58.2% | $10,842-69.2% | $5,124-34.9% |