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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 | $338,019 | $72,027+369.3% | $185,861+81.9% | $79,856+323.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.17% | 23.13%-7.0pp | 35.96%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $11,250 | $1,965+472.5% | $4,088+175.2% | $2,471+355.3% |
| Participant deferral / active EE | $14,755 | $3,780+290.4% | $5,634+161.9% | $3,741+294.4% |
| Admin fee / account holder | $23,521 | $4,513+421.2% | $9,503+147.5% | $5,306+343.3% |