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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 | $321,072 | $87,834+265.5% | $133,975+139.7% | $62,881+410.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.12% | 12.05%-4.9pp | 29.29%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $18,390 | $3,482+428.1% | $5,211+252.9% | $2,281+706.3% |
| Participant deferral / active EE | $16,159 | $4,812+235.8% | $6,282+157.2% | $3,203+404.5% |
| Admin fee / account holder | $26,416 | $5,372+391.7% | $9,324+183.3% | $4,296+514.9% |