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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 | $716,725 | $146,267+390.0% | $197,124+263.6% | $82,448+769.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.73% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $18,719 | $4,723+296.3% | $6,227+200.6% | $2,551+633.8% |
| Participant deferral / active EE | $19,771 | $7,035+181.1% | $9,135+116.4% | $4,139+377.7% |
| Admin fee / account holder | $36,287 | $14,422+151.6% | $16,298+122.6% | $7,234+401.6% |