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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 | $332,408 | $106,749+211.4% | $145,433+128.6% | $82,448+303.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.73% | 27.59%-12.9pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $9,602 | $3,444+178.8% | $4,554+110.8% | $2,551+276.4% |
| Participant deferral / active EE | $18,807 | $6,519+188.5% | $7,897+138.1% | $4,139+354.4% |
| Admin fee / account holder | $17,566 | $8,390+109.4% | $13,129+33.8% | $7,234+142.8% |