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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 | $496,996 | $76,551+549.2% | $123,894+301.1% | $62,881+690.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.37% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $21,521 | $2,882+646.6% | $4,617+366.1% | $2,281+843.5% |
| Participant deferral / active EE | $16,757 | $4,840+246.2% | $5,984+180.0% | $3,203+423.2% |
| Admin fee / account holder | $24,827 | $4,826+414.5% | $8,357+197.1% | $4,296+477.9% |