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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 | $254,707 | $81,233+213.5% | $155,567+63.7% | $80,874+214.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.16% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $19,853 | $3,101+540.3% | $4,674+324.8% | $2,756+620.5% |
| Participant deferral / active EE | $16,755 | $3,452+385.4% | $5,628+197.7% | $4,297+289.9% |
| Admin fee / account holder | $34,574 | $7,998+332.3% | $15,916+117.2% | $6,935+398.5% |