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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 | $411,341 | $104,098+295.1% | $140,514+192.7% | $94,015+337.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 12.59% | 15.14%-2.5pp | 14.36%-1.8pp | 17.84%-5.3pp |
| Employer contribution / active EE | $16,516 | $2,388+591.6% | $3,378+388.9% | $2,790+492.0% |
| Participant deferral / active EE | $7,796 | $4,033+93.3% | $4,919+58.5% | $4,249+83.5% |
| Admin fee / account holder | $36,909 | $10,439+253.6% | $13,697+169.5% | $8,951+312.3% |