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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 | $343,792 | $98,240+250.0% | $82,312+317.7% | $147,586+132.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.46% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $7,754 | $3,192+143.0% | $2,428+219.3% | $4,876+59.0% |
| Participant deferral / active EE | $5,396 | $4,383+23.1% | $3,706+45.6% | $5,439-0.8% |
| Admin fee / account holder | $148,189 | $8,563+1630.6% | $5,608+2542.6% | $10,886+1261.3% |