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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 | $554,973 | $81,358+582.1% | $155,556+256.8% | $80,959+585.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.42% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $38,498 | $3,106+1139.3% | $4,675+723.4% | $2,757+1296.3% |
| Participant deferral / active EE | $19,199 | $3,455+455.6% | $5,631+241.0% | $4,300+346.5% |
| Admin fee / account holder | $19,785 | $7,994+147.5% | $15,885+24.5% | $6,925+185.7% |