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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 | $446,791 | $84,236+430.4% | $170,435+162.1% | $70,126+537.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $13,192 | $3,387+289.5% | $5,432+142.8% | $2,343+463.1% |
| Participant deferral / active EE | $7,912 | $3,086+156.4% | $4,939+60.2% | $3,332+137.5% |
| Admin fee / account holder | $65,434 | $5,698+1048.3% | $13,881+371.4% | $4,645+1308.6% |