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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 | $138,312+250.2% | $122,979+293.8% | $155,188+212.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.75% | 22.06%-7.3pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $16,580 | $3,530+369.6% | $3,062+441.4% | $4,248+290.3% |
| Participant deferral / active EE | $21,976 | $5,592+293.0% | $5,003+339.2% | $6,531+236.5% |
| Admin fee / account holder | $40,040 | $15,089+165.4% | $12,864+211.2% | $14,480+176.5% |