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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 | $627,993 | $116,203+440.4% | $93,621+570.8% | $152,909+310.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 35.06% | 35.96%-0.9pp | 32.76%+2.3pp | 345.46%-310.4pp |
| Employer contribution / active EE | $17,020 | $3,219+428.7% | $2,719+526.0% | $4,764+257.3% |
| Participant deferral / active EE | $2,092 | $4,605-54.6% | $4,070-48.6% | $5,851-64.3% |
| Admin fee / account holder | $40,797 | $10,751+279.5% | $7,890+417.1% | $11,601+251.7% |