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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 | $489,843 | $87,834+457.7% | $133,975+265.6% | $62,881+679.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.32% | 12.05%-4.7pp | 29.29%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $9,232 | $3,482+165.1% | $5,211+77.2% | $2,281+304.8% |
| Participant deferral / active EE | $10,707 | $4,812+122.5% | $6,282+70.4% | $3,203+234.3% |
| Admin fee / account holder | $15,536 | $5,372+189.2% | $9,324+66.6% | $4,296+261.7% |