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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 | $503,837 | $124,980+303.1% | $108,359+365.0% | $154,746+225.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.27% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $17,680 | $2,851+520.2% | $2,399+636.8% | $4,379+303.7% |
| Participant deferral / active EE | $20,333 | $4,743+328.7% | $4,137+391.5% | $6,730+202.1% |
| Admin fee / account holder | $4,335 | $11,502-62.3% | $9,741-55.5% | $14,365-69.8% |