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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 | $341,795 | $106,749+220.2% | $145,433+135.0% | $82,448+314.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.13% | 27.59%-11.5pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $11,829 | $3,444+243.4% | $4,554+159.7% | $2,551+363.7% |
| Participant deferral / active EE | $9,174 | $6,519+40.7% | $7,897+16.2% | $4,139+121.6% |
| Admin fee / account holder | $15,656 | $8,390+86.6% | $13,129+19.2% | $7,234+116.4% |