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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 | $518,816 | $199,109+160.6% | $173,730+198.6% | $154,746+235.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.34% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $14,741 | $5,311+177.5% | $4,577+222.0% | $4,379+236.6% |
| Participant deferral / active EE | $11,969 | $7,113+68.3% | $6,326+89.2% | $6,730+77.8% |
| Admin fee / account holder | $73,999 | $20,916+253.8% | $17,523+322.3% | $14,365+415.1% |