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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 | $490,486 | $58,057+744.8% | $97,032+405.5% | $86,983+463.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.65% | 22.26%-5.6pp | 35.38%-18.7pp | 25.83%-9.2pp |
| Employer contribution / active EE | $8,150 | $1,663+390.0% | $2,629+210.0% | $2,584+215.3% |
| Participant deferral / active EE | $13,786 | $3,244+325.0% | $4,672+195.0% | $4,194+228.7% |
| Admin fee / account holder | $13,720 | $4,839+183.5% | $9,418+45.7% | $7,856+74.6% |