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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 | $499,991 | $138,385+261.3% | $184,200+171.4% | $80,874+518.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.72% | 20.02%-1.3pp | 28.80%-10.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $11,147 | $4,849+129.9% | $6,424+73.5% | $2,756+304.5% |
| Participant deferral / active EE | $17,295 | $7,073+144.5% | $9,132+89.4% | $4,297+302.5% |
| Admin fee / account holder | $43,270 | $10,483+312.8% | $13,907+211.1% | $6,935+523.9% |