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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 | $337,790 | $81,358+315.2% | $155,556+117.1% | $80,959+317.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.50% | 33.39%-15.9pp | 64.84%-47.3pp | 35.67%-18.2pp |
| Employer contribution / active EE | $27,289 | $3,106+778.5% | $4,675+483.7% | $2,757+889.7% |
| Participant deferral / active EE | $18,402 | $3,455+432.6% | $5,631+226.8% | $4,300+327.9% |
| Admin fee / account holder | $19,567 | $7,994+144.8% | $15,885+23.2% | $6,925+182.5% |