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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 | $437,084 | $99,875+337.6% | $146,866+197.6% | $86,983+402.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.28% | 28.10%-13.8pp | 102.85%-88.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $24,600 | $3,224+663.0% | $4,425+456.0% | $2,584+851.9% |
| Participant deferral / active EE | $7,582 | $6,322+19.9% | $7,759-2.3% | $4,194+80.8% |
| Admin fee / account holder | $14,751 | $7,838+88.2% | $13,620+8.3% | $7,856+87.8% |