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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 | $717,850 | $106,864+571.7% | $147,318+387.3% | $82,637+768.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.74% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $10,358 | $3,417+203.2% | $4,593+125.5% | $2,552+305.9% |
| Participant deferral / active EE | $14,761 | $6,496+127.2% | $7,906+86.7% | $4,126+257.7% |
| Admin fee / account holder | $102,980 | $8,415+1123.8% | $13,708+651.3% | $7,339+1303.2% |