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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 | $753,170 | $106,749+605.5% | $145,433+417.9% | $82,448+813.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.12% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $17,050 | $3,444+395.0% | $4,554+274.4% | $2,551+568.4% |
| Participant deferral / active EE | $5,195 | $6,519-20.3% | $7,897-34.2% | $4,139+25.5% |
| Admin fee / account holder | $47,535 | $8,390+466.6% | $13,129+262.1% | $7,234+557.1% |