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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 | $268,304 | $86,050+211.8% | $189,758+41.4% | $94,015+185.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 19.42% | 17.77%+1.6pp | 52.62%-33.2pp | 17.84%+1.6pp |
| Employer contribution / active EE | $19,757 | $2,819+600.8% | $4,767+314.5% | $2,790+608.1% |
| Participant deferral / active EE | $17,217 | $3,349+414.1% | $5,856+194.0% | $4,249+305.1% |
| Admin fee / account holder | $33,209 | $6,627+401.2% | $20,388+62.9% | $8,951+271.0% |