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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 | $274,118 | $106,749+156.8% | $145,433+88.5% | $82,448+232.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.95% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $20,120 | $3,444+484.1% | $4,554+341.8% | $2,551+688.7% |
| Participant deferral / active EE | $11,746 | $6,519+80.2% | $7,897+48.7% | $4,139+183.8% |
| Admin fee / account holder | $26,160 | $8,390+211.8% | $13,129+99.3% | $7,234+261.6% |