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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 | $699,898 | $106,749+555.6% | $145,433+381.3% | $82,448+748.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.41% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $16,171 | $3,444+369.5% | $4,554+255.1% | $2,551+533.9% |
| Participant deferral / active EE | $14,609 | $6,519+124.1% | $7,897+85.0% | $4,139+252.9% |
| Admin fee / account holder | $16,954 | $8,390+102.1% | $13,129+29.1% | $7,234+134.4% |