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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 | $473,300 | $86,050+450.0% | $189,758+149.4% | $94,015+403.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.56% | 17.77%-6.2pp | 52.62%-41.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $20,492 | $2,819+626.9% | $4,767+329.9% | $2,790+634.4% |
| Participant deferral / active EE | $20,309 | $3,349+506.5% | $5,856+246.8% | $4,249+377.9% |
| Admin fee / account holder | $23,093 | $6,627+248.5% | $20,388+13.3% | $8,951+158.0% |