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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 | $344,104 | $77,638+343.2% | $156,551+119.8% | $62,881+447.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.99% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $19,382 | $3,444+462.8% | $5,501+252.3% | $2,281+749.8% |
| Participant deferral / active EE | $11,507 | $3,046+277.8% | $4,871+136.2% | $3,203+259.3% |
| Admin fee / account holder | $16,820 | $5,561+202.4% | $13,028+29.1% | $4,296+291.5% |