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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 | $460,469 | $125,758+266.2% | $170,004+170.9% | $75,173+512.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.41% | 27.20%-8.8pp | 53.39%-35.0pp | 160.65%-142.2pp |
| Employer contribution / active EE | $17,550 | $4,615+280.3% | $6,786+158.6% | $2,670+557.2% |
| Participant deferral / active EE | $16,667 | $6,837+143.8% | $10,408+60.1% | $4,126+304.0% |
| Admin fee / account holder | $18,737 | $8,173+129.2% | $12,816+46.2% | $5,651+231.6% |