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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 | $750,826 | $126,661+492.8% | $113,397+562.1% | $138,895+440.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.67% | 25.05%-8.4pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,350 | $3,456-60.9% | $2,977-54.7% | $4,194-67.8% |
| Participant deferral / active EE | $14,550 | $5,693+155.6% | $5,076+186.6% | $6,396+127.5% |
| Admin fee / account holder | $26,717 | $14,549+83.6% | $11,957+123.4% | $12,562+112.7% |