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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 | $305,893 | $91,198+235.4% | $178,503+71.4% | $79,856+283.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 36.26% | 24.20%+12.1pp | 151.12%-114.9pp | 31.71%+4.5pp |
| Employer contribution / active EE | $18,487 | $3,257+467.7% | $5,011+268.9% | $2,471+648.1% |
| Participant deferral / active EE | $8,279 | $3,237+155.8% | $5,202+59.1% | $3,741+121.3% |
| Admin fee / account holder | $8,576 | $6,748+27.1% | $13,987-38.7% | $5,306+61.6% |