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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 | $402,680 | $146,267+175.3% | $197,124+104.3% | $82,448+388.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.46% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $19,147 | $4,723+305.4% | $6,227+207.5% | $2,551+650.6% |
| Participant deferral / active EE | $17,549 | $7,035+149.5% | $9,135+92.1% | $4,139+324.0% |
| Admin fee / account holder | $27,587 | $14,422+91.3% | $16,298+69.3% | $7,234+281.3% |