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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 | $81,276+213.4% | $155,574+63.7% | $80,925+214.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.16% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $19,853 | $3,103+539.8% | $4,676+324.6% | $2,756+620.3% |
| Participant deferral / active EE | $16,755 | $3,453+385.3% | $5,629+197.6% | $4,299+289.8% |
| Admin fee / account holder | $34,574 | $7,993+332.5% | $15,914+117.3% | $6,940+398.2% |