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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 | $647,707 | $282,059+129.6% | $213,469+203.4% | $154,746+318.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.09% | 20.90%-6.8pp | 20.58%-6.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $24,391 | $6,189+294.1% | $4,994+388.4% | $4,379+457.0% |
| Participant deferral / active EE | $10,522 | $8,186+28.5% | $6,841+53.8% | $6,730+56.3% |
| Admin fee / account holder | $26,812 | $37,435-28.4% | $27,141-1.2% | $14,365+86.6% |