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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 | $585,754 | $106,749+448.7% | $145,433+302.8% | $82,448+610.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.06% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $19,044 | $3,444+452.9% | $4,554+318.1% | $2,551+646.6% |
| Participant deferral / active EE | $17,329 | $6,519+165.8% | $7,897+119.4% | $4,139+318.6% |
| Admin fee / account holder | $40,787 | $8,390+386.1% | $13,129+210.7% | $7,234+463.8% |