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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 | $368,310 | $146,267+151.8% | $197,124+86.8% | $82,448+346.7% |
| Participation rate | 98.9% | 84.0%+14.9pp | 86.7%+12.2pp | 68.1%+30.8pp |
| Annual return | 31.80% | 29.61%+2.2pp | 44.34%-12.5pp | 41.64%-9.8pp |
| Employer contribution / active EE | $15,789 | $4,723+234.3% | $6,227+153.5% | $2,551+519.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $47,804 | $14,422+231.5% | $16,298+193.3% | $7,234+560.8% |