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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 | $375,746 | $65,434+474.2% | $98,483+281.5% | $85,847+337.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.88% | 21.75%-9.9pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $21,767 | $2,169+903.6% | $2,961+635.2% | $2,565+748.5% |
| Participant deferral / active EE | $11,281 | $3,168+256.1% | $4,276+163.8% | $3,952+185.4% |
| Admin fee / account holder | $7,689 | $4,595+67.3% | $5,953+29.2% | $6,261+22.8% |