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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 | $344,876 | $81,358+323.9% | $155,556+121.7% | $80,959+326.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.32% | 33.39%-16.1pp | 64.84%-47.5pp | 35.67%-18.4pp |
| Employer contribution / active EE | $13,477 | $3,106+333.9% | $4,675+188.3% | $2,757+388.8% |
| Participant deferral / active EE | $9,337 | $3,455+170.2% | $5,631+65.8% | $4,300+117.1% |
| Admin fee / account holder | $52,088 | $7,994+551.6% | $15,885+227.9% | $6,925+652.1% |