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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 | $81,331+306.4% | $155,534+112.5% | $80,935+308.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.87% | 33.37%-17.5pp | 64.92%-49.0pp | 35.66%-19.8pp |
| Employer contribution / active EE | $12,955 | $3,105+317.3% | $4,675+177.1% | $2,757+369.9% |
| Participant deferral / active EE | $10,460 | $3,454+202.8% | $5,630+85.8% | $4,299+143.3% |
| Admin fee / account holder | $61,794 | $7,999+672.5% | $15,900+288.6% | $6,924+792.4% |