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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 | $106,524+212.0% | $152,301+118.3% | $87,485+280.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.73% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $9,602 | $3,371+184.8% | $4,624+107.6% | $2,596+269.8% |
| Participant deferral / active EE | $18,807 | $6,525+188.2% | $8,004+135.0% | $4,274+340.1% |
| Admin fee / account holder | $17,566 | $8,287+112.0% | $14,398+22.0% | $7,775+125.9% |