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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 | $362,246 | $72,027+402.9% | $185,861+94.9% | $79,856+353.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.75% | 23.13%-10.4pp | 35.96%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $11,591 | $1,965+489.8% | $4,088+183.5% | $2,471+369.0% |
| Participant deferral / active EE | $10,791 | $3,780+185.5% | $5,634+91.5% | $3,741+188.5% |
| Admin fee / account holder | $27,808 | $4,513+516.2% | $9,503+192.6% | $5,306+424.0% |