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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 | $462,705 | $95,762+383.2% | $379,746+21.8% | $79,852+479.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 13.30% | 18.26%-5.0pp | 34.90%-21.6pp | 31.72%-18.4pp |
| Employer contribution / active EE | $10,932 | $2,695+305.6% | $3,540+208.8% | $2,471+342.4% |
| Participant deferral / active EE | $16,443 | $4,705+249.5% | $6,024+173.0% | $3,740+339.6% |
| Admin fee / account holder | $13,486 | $6,745+99.9% | $7,927+70.1% | $5,306+154.2% |