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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 | $534,734 | $76,551+598.5% | $123,894+331.6% | $62,881+750.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $15,131 | $2,882+425.0% | $4,617+227.8% | $2,281+563.4% |
| Participant deferral / active EE | $10,767 | $4,840+122.5% | $5,984+79.9% | $3,203+236.2% |
| Admin fee / account holder | $13,652 | $4,826+182.9% | $8,357+63.4% | $4,296+217.8% |