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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 | $864,770 | $138,366+525.0% | $184,185+369.5% | $80,911+968.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.08% | 20.02%-4.9pp | 28.81%-13.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $17,434 | $4,849+259.6% | $6,426+171.3% | $2,756+532.6% |
| Participant deferral / active EE | $22,878 | $7,074+223.4% | $9,132+150.5% | $4,297+432.4% |
| Admin fee / account holder | $6,564 | $10,484-37.4% | $13,909-52.8% | $6,935-5.3% |