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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 | $325,031 | $109,359+197.2% | $162,185+100.4% | $72,976+345.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 34.50% | 25.46%+9.0pp | 115.61%-81.1pp | 81.02%-46.5pp |
| Employer contribution / active EE | $16,637 | $3,907+325.8% | $5,613+196.4% | $2,440+581.9% |
| Participant deferral / active EE | $19,448 | $5,481+254.8% | $7,297+166.5% | $3,608+439.1% |
| Admin fee / account holder | $18,537 | $7,972+132.5% | $10,844+70.9% | $5,124+261.8% |