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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 | $149,446+379.6% | $256,809+179.1% | $94,015+662.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 16.73% | 17.55%-0.8pp | 32.73%-16.0pp | 17.84%-1.1pp |
| Employer contribution / active EE | $18,719 | $4,596+307.3% | $7,263+157.7% | $2,790+570.9% |
| Participant deferral / active EE | $19,771 | $6,491+204.6% | $9,520+107.7% | $4,249+365.3% |
| Admin fee / account holder | $36,287 | $24,035+51.0% | $25,146+44.3% | $8,951+305.4% |