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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 | $572,000 | $123,793+362.1% | $177,840+221.6% | $79,852+616.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.27% | 22.82%-7.6pp | 48.32%-33.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $24,730 | $4,095+503.9% | $5,919+317.8% | $2,471+900.8% |
| Participant deferral / active EE | $16,424 | $5,956+175.7% | $7,714+112.9% | $3,740+339.1% |
| Admin fee / account holder | $9,191 | $7,243+26.9% | $12,431-26.1% | $5,306+73.2% |