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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 | $81,276+581.1% | $155,574+255.8% | $80,925+584.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $37,199 | $3,103+1098.8% | $4,676+695.6% | $2,756+1249.6% |
| Participant deferral / active EE | $16,675 | $3,453+382.9% | $5,629+196.2% | $4,299+287.9% |
| Admin fee / account holder | $22,074 | $7,993+176.2% | $15,914+38.7% | $6,940+218.1% |