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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 | $659,677 | $106,749+518.0% | $145,433+353.6% | $82,448+700.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.54% | 27.59%-12.1pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $15,759 | $3,444+357.5% | $4,554+246.0% | $2,551+517.8% |
| Participant deferral / active EE | $10,646 | $6,519+63.3% | $7,897+34.8% | $4,139+157.2% |
| Admin fee / account holder | $12,780 | $8,390+52.3% | $13,129-2.7% | $7,234+76.7% |