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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 | $497,767 | $138,386+259.7% | $184,260+170.1% | $80,935+515.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.52% | 20.02%-6.5pp | 28.84%-15.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $26,259 | $4,851+441.3% | $6,427+308.5% | $2,757+852.6% |
| Participant deferral / active EE | $16,096 | $7,076+127.5% | $9,133+76.2% | $4,299+274.4% |
| Admin fee / account holder | $2,707 | $10,489-74.2% | $13,898-80.5% | $6,924-60.9% |