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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 | $303,786 | $70,475+331.1% | $100,530+202.2% | $79,858+280.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.30% | 21.90%-4.6pp | 30.89%-13.6pp | 31.72%-14.4pp |
| Employer contribution / active EE | $19,003 | $2,165+777.9% | $3,418+455.9% | $2,471+669.1% |
| Participant deferral / active EE | $18,019 | $5,181+247.8% | $6,271+187.3% | $3,740+381.8% |
| Admin fee / account holder | $18,880 | $4,478+321.6% | $8,083+133.6% | $5,306+255.8% |