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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 | $299,405 | $81,504+267.4% | $102,437+192.3% | $80,959+269.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.82% | 25.60%-9.8pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $14,820 | $3,104+377.5% | $3,871+282.9% | $2,757+437.5% |
| Participant deferral / active EE | $14,383 | $3,871+271.6% | $5,060+184.2% | $4,300+234.5% |
| Admin fee / account holder | $61,896 | $6,719+821.2% | $8,388+637.9% | $6,925+793.8% |