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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 | $471,100 | $106,524+342.2% | $152,301+209.3% | $87,485+438.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.50% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $10,213 | $3,371+202.9% | $4,624+120.9% | $2,596+293.4% |
| Participant deferral / active EE | $8,181 | $6,525+25.4% | $8,004+2.2% | $4,274+91.4% |
| Admin fee / account holder | $28,009 | $8,287+238.0% | $14,398+94.5% | $7,775+260.3% |