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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 | $503,694 | $81,358+519.1% | $155,556+223.8% | $80,959+522.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.03% | 33.39%-14.4pp | 64.84%-45.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $21,442 | $3,106+590.3% | $4,675+358.6% | $2,757+677.7% |
| Participant deferral / active EE | $12,928 | $3,455+274.1% | $5,631+129.6% | $4,300+200.6% |
| Admin fee / account holder | $14,847 | $7,994+85.7% | $15,885-6.5% | $6,925+114.4% |