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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 | $425,294 | $72,273+488.5% | $101,275+319.9% | $79,856+432.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.60% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $13,730 | $2,691+410.2% | $3,660+275.1% | $2,471+455.6% |
| Participant deferral / active EE | $9,092 | $3,282+177.1% | $4,371+108.0% | $3,741+143.1% |
| Admin fee / account holder | $34,539 | $4,401+684.8% | $5,948+480.7% | $5,306+550.9% |