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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 | $519,016 | $86,922+497.1% | $102,438+406.7% | $80,874+541.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.73% | 18.90%+0.8pp | 29.37%-9.6pp | 35.62%-15.9pp |
| Employer contribution / active EE | $4,253 | $2,369+79.5% | $3,024+40.7% | $2,756+54.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,456 | $8,050+79.6% | $9,448+53.0% | $6,935+108.4% |