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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 | $366,503 | $106,749+243.3% | $145,433+152.0% | $82,448+344.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.23% | 27.59%-4.4pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $10,936 | $3,444+217.5% | $4,554+140.1% | $2,551+328.7% |
| Participant deferral / active EE | $12,179 | $6,519+86.8% | $7,897+54.2% | $4,139+194.2% |
| Admin fee / account holder | $51,011 | $8,390+508.0% | $13,129+288.5% | $7,234+605.1% |