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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 | $145,431+392.8% | $211,142+239.5% | $87,485+719.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.73% | 27.21%-10.5pp | 46.84%-30.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $18,719 | $4,662+301.5% | $6,442+190.6% | $2,596+621.0% |
| Participant deferral / active EE | $19,771 | $6,859+188.3% | $9,284+113.0% | $4,274+362.6% |
| Admin fee / account holder | $36,287 | $17,052+112.8% | $19,076+90.2% | $7,775+366.7% |