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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 | $560,716 | $145,431+285.6% | $211,142+165.6% | $87,485+540.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 15.08% | 27.21%-12.1pp | 46.84%-31.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $13,929 | $4,662+198.8% | $6,442+116.2% | $2,596+436.5% |
| Participant deferral / active EE | $25,302 | $6,859+268.9% | $9,284+172.5% | $4,274+492.1% |
| Admin fee / account holder | $44,740 | $17,052+162.4% | $19,076+134.5% | $7,775+475.5% |