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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 | $610,553 | $132,820+359.7% | $386,303+58.1% | $132,820+359.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 87.7%+12.3pp | 74.3%+25.7pp |
| Annual return | 17.06% | 14.82%+2.2pp | 210.04%-193.0pp | 14.82%+2.2pp |
| Employer contribution / active EE | $19,118 | $4,144+361.3% | $10,842+76.3% | $4,144+361.3% |
| Participant deferral / active EE | $6,721 | $3,980+68.9% | $9,137-26.4% | $3,980+68.9% |
| Admin fee / account holder | $36,739 | $11,722+213.4% | $19,920+84.4% | $11,722+213.4% |