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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 | $352,422 | $76,551+360.4% | $123,894+184.5% | $62,881+460.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.24% | 18.68%-5.4pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $12,467 | $2,882+332.5% | $4,617+170.0% | $2,281+446.6% |
| Participant deferral / active EE | $9,629 | $4,840+99.0% | $5,984+60.9% | $3,203+200.6% |
| Admin fee / account holder | $30,461 | $4,826+531.2% | $8,357+264.5% | $4,296+609.1% |