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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 | $250,977 | $123,793+102.7% | $177,848+41.1% | $79,856+214.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.61% | 22.82%-10.2pp | 48.33%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $12,037 | $4,095+193.9% | $5,919+103.4% | $2,471+387.1% |
| Participant deferral / active EE | $14,994 | $5,956+151.7% | $7,714+94.4% | $3,741+300.9% |
| Admin fee / account holder | $34,783 | $7,243+380.3% | $12,431+179.8% | $5,306+555.5% |