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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 | $489,702 | $81,358+501.9% | $155,556+214.8% | $80,959+504.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.23% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $16,152 | $3,106+420.0% | $4,675+245.5% | $2,757+485.8% |
| Participant deferral / active EE | $10,908 | $3,455+215.7% | $5,631+93.7% | $4,300+153.7% |
| Admin fee / account holder | $67,701 | $7,994+746.9% | $15,885+326.2% | $6,925+877.6% |