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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 | $464,864 | $106,524+336.4% | $152,301+205.2% | $87,485+431.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.84% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $10,033 | $3,371+197.6% | $4,624+116.9% | $2,596+286.4% |
| Participant deferral / active EE | $13,380 | $6,525+105.1% | $8,004+67.2% | $4,274+213.1% |
| Admin fee / account holder | $21,336 | $8,287+157.5% | $14,398+48.2% | $7,775+174.4% |