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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 | $589,947 | $78,520+651.3% | $96,576+510.9% | $82,448+615.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 21.79% | 41.30%-19.5pp | 38.47%-16.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $20,361 | $2,630+674.3% | $3,553+473.0% | $2,551+698.2% |
| Participant deferral / active EE | $18,953 | $6,754+180.6% | $7,956+138.2% | $4,139+357.9% |
| Admin fee / account holder | $4,914 | $13,455-63.5% | $11,381-56.8% | $7,234-32.1% |