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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 | $702,379 | $123,793+467.4% | $177,848+294.9% | $79,856+779.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.06% | 22.82%-5.8pp | 48.33%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $29,019 | $4,095+608.6% | $5,919+390.3% | $2,471+1074.3% |
| Participant deferral / active EE | $18,790 | $5,956+215.5% | $7,714+143.6% | $3,741+402.3% |
| Admin fee / account holder | $4,504 | $7,243-37.8% | $12,431-63.8% | $5,306-15.1% |