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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 | $327,204 | $93,617+249.5% | $135,982+140.6% | $75,177+335.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.93% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $16,104 | $3,538+355.1% | $4,859+231.4% | $2,671+502.9% |
| Participant deferral / active EE | $12,883 | $6,406+101.1% | $7,760+66.0% | $4,126+212.2% |
| Admin fee / account holder | $42,713 | $6,980+512.0% | $10,767+296.7% | $5,651+655.8% |