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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 | $536,187 | $138,393+287.4% | $184,256+191.0% | $80,959+562.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.01% | 20.01%-5.0pp | 28.85%-13.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $23,412 | $4,847+383.0% | $6,427+264.3% | $2,757+749.1% |
| Participant deferral / active EE | $18,279 | $7,076+158.3% | $9,133+100.1% | $4,300+325.1% |
| Admin fee / account holder | $1,540 | $10,489-85.3% | $13,899-88.9% | $6,925-77.8% |