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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 | $334,278 | $65,395+411.2% | $182,540+83.1% | $72,975+358.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 24.47% | 27.68%-3.2pp | 148.58%-124.1pp | 81.01%-56.5pp |
| Employer contribution / active EE | $13,495 | $1,911+606.1% | $4,076+231.1% | $2,440+453.1% |
| Participant deferral / active EE | $16,115 | $3,563+352.3% | $5,525+191.7% | $3,608+346.7% |
| Admin fee / account holder | $15,829 | $4,245+272.9% | $8,593+84.2% | $5,124+208.9% |