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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 | $251,476 | $100,194+151.0% | $122,979+104.5% | $86,983+189.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.68% | 16.47%-4.8pp | 20.12%-8.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $10,996 | $2,326+372.8% | $3,062+259.1% | $2,584+325.5% |
| Participant deferral / active EE | $12,134 | $4,133+193.6% | $5,003+142.5% | $4,194+189.3% |
| Admin fee / account holder | $34,813 | $10,148+243.1% | $12,864+170.6% | $7,856+343.1% |