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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 | $317,511 | $75,963+318.0% | $97,995+224.0% | $70,126+352.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 17.36% | 19.26%-1.9pp | 23.94%-6.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,185 | $3,278+58.2% | $4,158+24.7% | $2,343+121.4% |
| Participant deferral / active EE | $16,030 | $4,053+295.5% | $5,097+214.5% | $3,332+381.1% |
| Admin fee / account holder | $25,070 | $5,407+363.7% | $5,943+321.8% | $4,645+439.7% |