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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 | $363,373 | $81,331+346.8% | $155,534+133.6% | $80,935+349.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.58% | 33.37%-16.8pp | 64.92%-48.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $14,626 | $3,105+371.1% | $4,675+212.9% | $2,757+430.6% |
| Participant deferral / active EE | $10,956 | $3,454+217.2% | $5,630+94.6% | $4,299+154.8% |
| Admin fee / account holder | $15,338 | $7,999+91.7% | $15,900-3.5% | $6,924+121.5% |