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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 | $250,916 | $107,421+133.6% | $182,262+37.7% | $94,015+166.9% |
| Participation rate | 98.2% | 77.8%+20.5pp | 84.2%+14.0pp | 70.8%+27.4pp |
| Annual return | 19.65% | 21.32%-1.7pp | 140.60%-120.9pp | 17.84%+1.8pp |
| Employer contribution / active EE | $28,754 | $3,448+734.0% | $5,046+469.9% | $2,790+930.6% |
| Participant deferral / active EE | $18,211 | $6,558+177.7% | $8,276+120.0% | $4,249+328.5% |
| Admin fee / account holder | $26,321 | $8,692+202.8% | $16,712+57.5% | $8,951+194.1% |