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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 | $505,832 | $77,460+553.0% | $100,378+403.9% | $80,925+525.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 17.66% | 37.24%-19.6pp | 49.41%-31.8pp | 35.65%-18.0pp |
| Employer contribution / active EE | $20,536 | $2,801+633.1% | $3,942+421.0% | $2,756+645.1% |
| Participant deferral / active EE | $13,504 | $6,818+98.1% | $8,087+67.0% | $4,299+214.2% |
| Admin fee / account holder | $50,852 | $5,887+763.8% | $7,899+543.8% | $6,940+632.7% |