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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 | $142,972+292.2% | $214,702+161.2% | $86,983+544.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 15.08% | 18.49%-3.4pp | 54.55%-39.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $13,929 | $4,635+200.5% | $6,461+115.6% | $2,584+438.9% |
| Participant deferral / active EE | $25,302 | $6,568+285.2% | $9,147+176.6% | $4,194+503.3% |
| Admin fee / account holder | $44,740 | $17,617+154.0% | $19,830+125.6% | $7,856+469.5% |