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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 | $479,863 | $52,580+812.6% | $71,671+569.5% | $70,126+584.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 19.37% | 20.25%-0.9pp | 20.65%-1.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $17,737 | $1,616+997.7% | $2,460+621.1% | $2,343+657.2% |
| Participant deferral / active EE | $15,282 | $2,386+540.4% | $3,438+344.5% | $3,332+358.7% |
| Admin fee / account holder | $24,390 | $3,653+567.7% | $5,558+338.8% | $4,645+425.0% |