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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 | $554,575 | $77,814+612.7% | $158,223+250.5% | $86,983+537.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 18.93% | 30.54%-11.6pp | 52.09%-33.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $14,908 | $2,592+475.1% | $4,109+262.8% | $2,584+476.9% |
| Participant deferral / active EE | $5,091 | $3,270+55.7% | $5,467-6.9% | $4,194+21.4% |
| Admin fee / account holder | $37,354 | $5,879+535.4% | $16,047+132.8% | $7,856+375.5% |