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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 | $363,250 | $99,053+266.7% | $88,179+311.9% | $138,895+161.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.02% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $7,144 | $2,882+147.9% | $2,549+180.2% | $4,194+70.3% |
| Participant deferral / active EE | $19,033 | $5,225+264.2% | $4,614+312.5% | $6,396+197.6% |
| Admin fee / account holder | $51,734 | $8,748+491.4% | $7,673+574.2% | $12,562+311.8% |