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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 | $83,061+610.3% | $126,068+368.0% | $94,015+527.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 21.79% | 20.41%+1.4pp | 15.01%+6.8pp | 17.84%+3.9pp |
| Employer contribution / active EE | $20,361 | $2,864+611.0% | $3,968+413.1% | $2,790+629.8% |
| Participant deferral / active EE | $18,953 | $7,042+169.1% | $8,214+130.7% | $4,249+346.0% |
| Admin fee / account holder | $4,914 | $7,208-31.8% | $18,264-73.1% | $8,951-45.1% |