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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 | $450,922 | $57,352+686.2% | $83,830+437.9% | $64,173+602.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 13.24% | 11.38%+1.9pp | 850.97%-837.7pp | 7.63%+5.6pp |
| Employer contribution / active EE | $14,052 | $2,546+452.0% | $3,631+287.0% | $2,381+490.2% |
| Participant deferral / active EE | $10,595 | $2,993+254.0% | $4,082+159.6% | $3,470+205.4% |
| Admin fee / account holder | $15,058 | $4,046+272.1% | $5,479+174.8% | $4,887+208.1% |