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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 | $428,370 | $87,132+391.6% | $105,624+305.6% | $80,959+429.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 25.72% | 17.03%+8.7pp | 116.20%-90.5pp | 35.67%-10.0pp |
| Employer contribution / active EE | $11,076 | $2,397+362.1% | $3,168+249.7% | $2,757+301.7% |
| Participant deferral / active EE | $12,849 | $3,985+222.4% | $5,013+156.3% | $4,300+198.8% |
| Admin fee / account holder | $11,620 | $8,449+37.5% | $10,961+6.0% | $6,925+67.8% |