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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 | $442,062 | $76,407+478.6% | $150,298+194.1% | $82,448+436.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.22% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $34,021 | $2,614+1201.5% | $4,154+719.0% | $2,551+1233.7% |
| Participant deferral / active EE | $21,249 | $3,214+561.1% | $5,453+289.7% | $4,139+413.4% |
| Admin fee / account holder | $144,063 | $6,352+2168.0% | $14,116+920.6% | $7,234+1891.4% |