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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% | $184,200+247.9% | $80,874+692.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.24% | 20.02%-6.8pp | 28.80%-15.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $33,473 | $4,849+590.2% | $6,424+421.1% | $2,756+1114.7% |
| Participant deferral / active EE | $19,915 | $7,073+181.6% | $9,132+118.1% | $4,297+363.5% |
| Admin fee / account holder | $29,796 | $10,483+184.2% | $13,907+114.3% | $6,935+329.6% |