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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 | $509,145 | $98,776+415.5% | $149,745+240.0% | $79,856+537.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.15% | 27.38%-13.2pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $7,181 | $3,217+123.2% | $4,646+54.6% | $2,471+190.6% |
| Participant deferral / active EE | $15,550 | $5,681+173.7% | $6,843+127.2% | $3,741+315.7% |
| Admin fee / account holder | $14,983 | $6,053+147.5% | $9,312+60.9% | $5,306+182.4% |