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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 | $541,384 | $138,393+291.2% | $184,256+193.8% | $80,959+568.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.08% | 20.01%-3.9pp | 28.85%-12.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $38,224 | $4,847+688.6% | $6,427+494.7% | $2,757+1286.4% |
| Participant deferral / active EE | $24,480 | $7,076+245.9% | $9,133+168.0% | $4,300+469.3% |
| Admin fee / account holder | $43,422 | $10,489+314.0% | $13,899+212.4% | $6,925+527.0% |