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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 | $453,436 | $98,776+359.1% | $149,745+202.8% | $79,856+467.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.92% | 27.38%-12.5pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $16,619 | $3,217+416.6% | $4,646+257.7% | $2,471+572.5% |
| Participant deferral / active EE | $12,825 | $5,681+125.7% | $6,843+87.4% | $3,741+242.9% |
| Admin fee / account holder | $24,310 | $6,053+301.6% | $9,312+161.1% | $5,306+358.1% |