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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 | $330,562 | $81,262+306.8% | $155,602+112.4% | $80,911+308.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.87% | 33.34%-17.5pp | 64.81%-48.9pp | 35.63%-19.8pp |
| Employer contribution / active EE | $12,955 | $3,102+317.6% | $4,675+177.1% | $2,756+370.1% |
| Participant deferral / active EE | $10,460 | $3,451+203.1% | $5,629+85.8% | $4,297+143.4% |
| Admin fee / account holder | $61,794 | $7,992+673.2% | $15,923+288.1% | $6,935+791.1% |