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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 | $283,779 | $81,358+248.8% | $155,556+82.4% | $80,959+250.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.93% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $14,636 | $3,106+371.2% | $4,675+213.0% | $2,757+430.8% |
| Participant deferral / active EE | $10,246 | $3,455+196.5% | $5,631+82.0% | $4,300+138.3% |
| Admin fee / account holder | $56,944 | $7,994+612.4% | $15,885+258.5% | $6,925+722.3% |