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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 | $328,922 | $106,749+208.1% | $145,433+126.2% | $82,448+298.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.58% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $17,665 | $3,444+412.9% | $4,554+287.9% | $2,551+592.5% |
| Participant deferral / active EE | $18,966 | $6,519+191.0% | $7,897+140.2% | $4,139+358.2% |
| Admin fee / account holder | $44,580 | $8,390+431.3% | $13,129+239.6% | $7,234+516.2% |