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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 | $106,524+176.0% | $152,301+93.1% | $87,485+236.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 37.87% | 26.89%+11.0pp | 80.50%-42.6pp | 26.06%+11.8pp |
| Employer contribution / active EE | $18,020 | $3,371+434.5% | $4,624+289.7% | $2,596+594.1% |
| Participant deferral / active EE | $20,150 | $6,525+208.8% | $8,004+151.8% | $4,274+371.5% |
| Admin fee / account holder | $40,049 | $8,287+383.3% | $14,398+178.2% | $7,775+415.1% |