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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 | $337,745 | $58,311+479.2% | $81,882+312.5% | $80,959+317.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.78% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $11,889 | $2,347+406.6% | $2,916+307.7% | $2,757+331.2% |
| Participant deferral / active EE | $10,518 | $3,287+220.0% | $4,323+143.3% | $4,300+144.6% |
| Admin fee / account holder | $22,116 | $4,752+365.4% | $7,360+200.5% | $6,925+219.3% |