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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 | $466,534 | $104,694+345.6% | $85,709+444.3% | $167,536+178.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.61% | 21.45%-5.8pp | 21.49%-5.9pp | 478.82%-463.2pp |
| Employer contribution / active EE | $12,153 | $3,337+264.1% | $2,619+364.1% | $4,839+151.2% |
| Participant deferral / active EE | $14,858 | $4,826+207.9% | $3,924+278.7% | $6,342+134.3% |
| Admin fee / account holder | $44,586 | $10,035+344.3% | $6,876+548.4% | $12,315+262.1% |