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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 | $458,976 | $104,098+340.9% | $140,514+226.6% | $94,015+388.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 10.95% | 15.14%-4.2pp | 14.36%-3.4pp | 17.84%-6.9pp |
| Employer contribution / active EE | $9,372 | $2,388+292.4% | $3,378+177.4% | $2,790+235.9% |
| Participant deferral / active EE | $16,745 | $4,033+315.2% | $4,919+240.4% | $4,249+294.1% |
| Admin fee / account holder | $39,401 | $10,439+277.5% | $13,697+187.7% | $8,951+340.2% |