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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 | $602,930 | $76,407+689.1% | $150,298+301.2% | $82,448+631.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.96% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $24,547 | $2,614+839.0% | $4,154+490.9% | $2,551+862.3% |
| Participant deferral / active EE | $14,940 | $3,214+364.8% | $5,453+174.0% | $4,139+260.9% |
| Admin fee / account holder | $18,048 | $6,352+184.1% | $14,116+27.9% | $7,234+149.5% |