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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 | $106,524+557.0% | $152,301+359.5% | $87,485+700.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.41% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $16,171 | $3,371+379.7% | $4,624+249.7% | $2,596+522.9% |
| Participant deferral / active EE | $14,609 | $6,525+123.9% | $8,004+82.5% | $4,274+241.8% |
| Admin fee / account holder | $16,954 | $8,287+104.6% | $14,398+17.8% | $7,775+118.1% |