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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 | $298,134 | $106,749+179.3% | $145,433+105.0% | $82,448+261.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.62% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $9,958 | $3,444+189.1% | $4,554+118.6% | $2,551+290.4% |
| Participant deferral / active EE | $15,869 | $6,519+143.4% | $7,897+100.9% | $4,139+283.4% |
| Admin fee / account holder | $25,016 | $8,390+198.2% | $13,129+90.5% | $7,234+245.8% |