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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 | $146,267+283.4% | $197,124+184.4% | $82,448+580.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.08% | 29.61%-14.5pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $13,929 | $4,723+194.9% | $6,227+123.7% | $2,551+446.0% |
| Participant deferral / active EE | $25,302 | $7,035+259.7% | $9,135+177.0% | $4,139+511.3% |
| Admin fee / account holder | $44,740 | $14,422+210.2% | $16,298+174.5% | $7,234+518.4% |