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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 | $86,949+496.9% | $102,460+406.6% | $80,959+541.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 19.73% | 18.89%+0.8pp | 29.47%-9.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,253 | $2,370+79.5% | $3,025+40.6% | $2,757+54.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,456 | $8,048+79.6% | $9,460+52.8% | $6,925+108.7% |