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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 | $690,284 | $143,969+379.5% | $199,883+245.3% | $82,637+735.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.24% | 25.67%-10.4pp | 43.81%-28.6pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,942 | $4,632-36.5% | $6,261-53.0% | $2,552+15.3% |
| Participant deferral / active EE | $24,125 | $6,937+247.8% | $9,138+164.0% | $4,126+484.7% |
| Admin fee / account holder | $54,292 | $14,597+271.9% | $17,268+214.4% | $7,339+639.8% |