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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 | $81,233+502.8% | $155,567+214.8% | $80,874+505.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.23% | 33.33%-19.1pp | 64.74%-50.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $16,152 | $3,101+420.9% | $4,674+245.6% | $2,756+486.1% |
| Participant deferral / active EE | $10,908 | $3,452+216.0% | $5,628+93.8% | $4,297+153.9% |
| Admin fee / account holder | $67,701 | $7,998+746.5% | $15,916+325.4% | $6,935+876.2% |