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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 | $770,779 | $138,366+457.1% | $184,185+318.5% | $80,911+852.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.47% | 20.02%-6.6pp | 28.81%-15.3pp | 35.63%-22.2pp |
| Employer contribution / active EE | $27,910 | $4,849+475.6% | $6,426+334.4% | $2,756+912.8% |
| Participant deferral / active EE | $21,407 | $7,074+202.6% | $9,132+134.4% | $4,297+398.2% |
| Admin fee / account holder | $12,366 | $10,484+17.9% | $13,909-11.1% | $6,935+78.3% |