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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 | $138,366+291.3% | $184,185+193.9% | $80,911+569.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.08% | 20.02%-3.9pp | 28.81%-12.7pp | 35.63%-19.6pp |
| Employer contribution / active EE | $38,224 | $4,849+688.4% | $6,426+494.9% | $2,756+1287.1% |
| Participant deferral / active EE | $24,480 | $7,074+246.0% | $9,132+168.1% | $4,297+469.7% |
| Admin fee / account holder | $43,422 | $10,484+314.2% | $13,909+212.2% | $6,935+526.2% |