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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 | $489,957 | $77,472+532.4% | $100,392+388.0% | $80,935+505.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.20% | 37.26%-19.1pp | 49.45%-31.2pp | 35.66%-17.5pp |
| Employer contribution / active EE | $13,323 | $2,800+375.8% | $3,941+238.0% | $2,757+383.3% |
| Participant deferral / active EE | $20,999 | $6,818+208.0% | $8,090+159.6% | $4,299+388.4% |
| Admin fee / account holder | $11,644 | $5,885+97.9% | $7,904+47.3% | $6,924+68.2% |