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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 | $106,749+335.5% | $145,433+219.6% | $82,448+463.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.84% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $10,033 | $3,444+191.3% | $4,554+120.3% | $2,551+293.3% |
| Participant deferral / active EE | $13,380 | $6,519+105.3% | $7,897+69.4% | $4,139+223.2% |
| Admin fee / account holder | $21,336 | $8,390+154.3% | $13,129+62.5% | $7,234+194.9% |