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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 | $553,547 | $81,358+580.4% | $155,556+255.9% | $80,959+583.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $37,199 | $3,106+1097.5% | $4,675+695.6% | $2,757+1249.2% |
| Participant deferral / active EE | $16,675 | $3,455+382.6% | $5,631+196.1% | $4,300+287.8% |
| Admin fee / account holder | $22,074 | $7,994+176.2% | $15,885+39.0% | $6,925+218.7% |