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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 | $445,635 | $138,366+222.1% | $184,185+141.9% | $80,911+450.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.23% | 20.02%-6.8pp | 28.81%-15.6pp | 35.63%-22.4pp |
| Employer contribution / active EE | $14,919 | $4,849+207.7% | $6,426+132.2% | $2,756+441.4% |
| Participant deferral / active EE | $18,590 | $7,074+162.8% | $9,132+103.6% | $4,297+332.6% |
| Admin fee / account holder | $29,736 | $10,484+183.6% | $13,909+113.8% | $6,935+328.8% |