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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 | $341,773 | $84,236+305.7% | $170,435+100.5% | $70,126+387.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.19% | 23.06%-10.9pp | 205.94%-193.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $16,316 | $3,387+381.7% | $5,432+200.4% | $2,343+596.5% |
| Participant deferral / active EE | $14,384 | $3,086+366.1% | $4,939+191.2% | $3,332+331.7% |
| Admin fee / account holder | $13,341 | $5,698+134.1% | $13,881-3.9% | $4,645+187.2% |