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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 | $372,258 | $138,393+169.0% | $184,256+102.0% | $80,959+359.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.26% | 20.01%-4.8pp | 28.85%-13.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $17,341 | $4,847+257.7% | $6,427+169.8% | $2,757+528.9% |
| Participant deferral / active EE | $17,695 | $7,076+150.1% | $9,133+93.7% | $4,300+311.5% |
| Admin fee / account holder | $20,491 | $10,489+95.4% | $13,899+47.4% | $6,925+195.9% |