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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 | $81,331+248.9% | $155,534+82.5% | $80,935+250.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.93% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $14,636 | $3,105+371.4% | $4,675+213.1% | $2,757+430.9% |
| Participant deferral / active EE | $10,246 | $3,454+196.6% | $5,630+82.0% | $4,299+138.3% |
| Admin fee / account holder | $56,944 | $7,999+611.9% | $15,900+258.1% | $6,924+722.4% |