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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 | $294,027 | $106,749+175.4% | $145,433+102.2% | $82,448+256.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 37.87% | 27.59%+10.3pp | 66.58%-28.7pp | 41.64%-3.8pp |
| Employer contribution / active EE | $18,020 | $3,444+423.2% | $4,554+295.7% | $2,551+606.4% |
| Participant deferral / active EE | $20,150 | $6,519+209.1% | $7,897+155.2% | $4,139+386.8% |
| Admin fee / account holder | $40,049 | $8,390+377.3% | $13,129+205.0% | $7,234+453.6% |