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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 | $411,341 | $97,550+321.7% | $120,344+241.8% | $87,485+370.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.59% | 18.41%-5.8pp | 20.30%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $16,516 | $2,291+621.0% | $3,020+446.9% | $2,596+536.2% |
| Participant deferral / active EE | $7,796 | $4,230+84.3% | $5,135+51.8% | $4,274+82.4% |
| Admin fee / account holder | $36,909 | $9,543+286.8% | $12,742+189.7% | $7,775+374.7% |