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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 | $459,097 | $107,733+326.1% | $92,985+393.7% | $154,746+196.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.74% | 30.39%-17.7pp | 27.99%-15.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $13,428 | $3,126+329.5% | $2,662+404.4% | $4,379+206.6% |
| Participant deferral / active EE | $37,488 | $5,053+641.9% | $4,377+756.5% | $6,730+457.0% |
| Admin fee / account holder | $961,151 | $11,369+8354.1% | $9,463+10056.7% | $14,365+6590.8% |