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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 | $322,158 | $125,797+156.1% | $170,057+89.4% | $75,177+328.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.17% | 27.20%-10.0pp | 53.42%-36.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $17,315 | $4,616+275.1% | $6,790+155.0% | $2,671+548.2% |
| Participant deferral / active EE | $16,875 | $6,838+146.8% | $10,411+62.1% | $4,126+309.0% |
| Admin fee / account holder | $14,031 | $8,177+71.6% | $12,826+9.4% | $5,651+148.3% |