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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 | $500,931 | $138,393+262.0% | $184,256+171.9% | $80,959+518.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.99% | 20.01%-7.0pp | 28.85%-15.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $14,429 | $4,847+197.7% | $6,427+124.5% | $2,757+423.3% |
| Participant deferral / active EE | $13,443 | $7,076+90.0% | $9,133+47.2% | $4,300+212.6% |
| Admin fee / account holder | $16,425 | $10,489+56.6% | $13,899+18.2% | $6,925+137.2% |