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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 | $340,094 | $138,366+145.8% | $184,185+84.6% | $80,911+320.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.04% | 20.02%-3.0pp | 28.81%-11.8pp | 35.63%-18.6pp |
| Employer contribution / active EE | $31,882 | $4,849+557.5% | $6,426+396.2% | $2,756+1056.9% |
| Participant deferral / active EE | $19,852 | $7,074+180.6% | $9,132+117.4% | $4,297+362.0% |
| Admin fee / account holder | $28,870 | $10,484+175.4% | $13,909+107.6% | $6,935+316.3% |