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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 | $458,066 | $106,749+329.1% | $145,433+215.0% | $82,448+455.6% |
| 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 | $17,433 | $3,444+406.1% | $4,554+282.8% | $2,551+583.4% |
| Participant deferral / active EE | $14,533 | $6,519+123.0% | $7,897+84.0% | $4,139+251.1% |
| Admin fee / account holder | $33,047 | $8,390+293.9% | $13,129+151.7% | $7,234+356.8% |