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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 | $506,070 | $106,524+375.1% | $152,301+232.3% | $87,485+478.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.14% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $7,684 | $3,371+127.9% | $4,624+66.2% | $2,596+196.0% |
| Participant deferral / active EE | $11,461 | $6,525+75.6% | $8,004+43.2% | $4,274+168.2% |
| Admin fee / account holder | $26,685 | $8,287+222.0% | $14,398+85.3% | $7,775+243.2% |