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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 | $95,453+330.9% | $112,040+267.1% | $82,448+398.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.59% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $16,516 | $2,318+612.6% | $2,954+459.1% | $2,551+547.5% |
| Participant deferral / active EE | $7,796 | $4,224+84.6% | $5,098+52.9% | $4,139+88.3% |
| Admin fee / account holder | $36,909 | $9,013+309.5% | $12,098+205.1% | $7,234+410.2% |