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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 | $380,805 | $123,793+207.6% | $177,827+114.1% | $79,858+376.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.70% | 22.82%-8.1pp | 48.32%-33.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $27,586 | $4,095+573.6% | $5,918+366.1% | $2,471+1016.4% |
| Participant deferral / active EE | $13,257 | $5,956+122.6% | $7,713+71.9% | $3,740+254.4% |
| Admin fee / account holder | $26,091 | $7,243+260.2% | $12,429+109.9% | $5,306+391.7% |