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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 | $479,915 | $407,956+17.6% | $299,830+60.1% | $198,609+141.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 18.93% | 6.66%+12.3pp | 10.58%+8.3pp | 202.70%-183.8pp |
| Employer contribution / active EE | $23,307 | $7,661+204.3% | $5,842+299.0% | $5,055+361.0% |
| Participant deferral / active EE | $13,128 | $8,628+52.2% | $7,038+86.5% | $6,977+88.2% |
| Admin fee / account holder | $8,452 | $73,031-88.4% | $50,982-83.4% | $19,030-55.6% |