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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 | $409,925 | $81,476+403.1% | $102,383+300.4% | $80,925+406.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.65% | 25.59%-12.9pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $17,755 | $3,105+471.9% | $3,870+358.8% | $2,756+544.2% |
| Participant deferral / active EE | $8,202 | $3,871+111.9% | $5,060+62.1% | $4,299+90.8% |
| Admin fee / account holder | $40,988 | $6,717+510.2% | $8,391+388.5% | $6,940+490.6% |