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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 | $315,200+105.5% | $238,191+171.9% | $155,188+317.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 14.09% | 10.25%+3.8pp | 13.02%+1.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $24,391 | $6,383+282.1% | $5,082+380.0% | $4,248+474.2% |
| Participant deferral / active EE | $10,522 | $8,044+30.8% | $6,726+56.4% | $6,531+61.1% |
| Admin fee / account holder | $26,812 | $48,031-44.2% | $34,582-22.5% | $14,480+85.2% |