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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 | $300,025 | $86,938+245.1% | $102,423+192.9% | $80,925+270.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.7pp |
| Employer contribution / active EE | $10,811 | $2,369+356.3% | $3,023+257.6% | $2,756+292.2% |
| Participant deferral / active EE | $8,100 | $4,120+96.6% | $5,054+60.3% | $4,299+88.4% |
| Admin fee / account holder | $38,604 | $8,053+379.4% | $9,455+308.3% | $6,940+456.2% |