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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 | $484,300 | $126,661+282.4% | $113,397+327.1% | $138,895+248.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.75% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $16,580 | $3,456+379.7% | $2,977+456.9% | $4,194+295.3% |
| Participant deferral / active EE | $21,976 | $5,693+286.0% | $5,076+332.9% | $6,396+243.6% |
| Admin fee / account holder | $40,040 | $14,549+175.2% | $11,957+234.9% | $12,562+218.7% |