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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 | $486,037 | $84,236+477.0% | $170,435+185.2% | $70,126+593.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.93% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $18,170 | $3,387+436.4% | $5,432+234.5% | $2,343+675.7% |
| Participant deferral / active EE | $12,985 | $3,086+320.8% | $4,939+162.9% | $3,332+289.7% |
| Admin fee / account holder | $19,768 | $5,698+246.9% | $13,881+42.4% | $4,645+325.5% |