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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 | $282,081 | $77,460+264.2% | $100,378+181.0% | $80,925+248.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.74% | 37.24%-21.5pp | 49.41%-33.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $18,703 | $2,801+567.7% | $3,942+374.4% | $2,756+578.6% |
| Participant deferral / active EE | $19,872 | $6,818+191.5% | $8,087+145.7% | $4,299+362.3% |
| Admin fee / account holder | $49,312 | $5,887+737.7% | $7,899+524.3% | $6,940+610.5% |