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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 | $640,876 | $138,385+363.1% | $184,243+247.8% | $80,925+691.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.24% | 20.02%-6.8pp | 28.82%-15.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $33,473 | $4,851+590.1% | $6,427+420.8% | $2,756+1114.4% |
| Participant deferral / active EE | $19,915 | $7,075+181.5% | $9,132+118.1% | $4,299+363.3% |
| Admin fee / account holder | $29,796 | $10,489+184.1% | $13,914+114.2% | $6,940+329.3% |