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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 | $505,816 | $106,749+373.8% | $145,433+247.8% | $82,448+513.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.23% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $9,286 | $3,444+169.6% | $4,554+103.9% | $2,551+264.0% |
| Participant deferral / active EE | $10,724 | $6,519+64.5% | $7,897+35.8% | $4,139+159.1% |
| Admin fee / account holder | $65,735 | $8,390+683.5% | $13,129+400.7% | $7,234+808.7% |