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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 | $335,486 | $90,400+271.1% | $186,193+80.2% | $87,485+283.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 18.83% | 22.15%-3.3pp | 78.03%-59.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $16,388 | $2,170+655.1% | $3,918+318.3% | $2,596+531.2% |
| Participant deferral / active EE | $23,360 | $4,330+439.5% | $6,513+258.7% | $4,274+446.6% |
| Admin fee / account holder | $16,543 | $8,673+90.7% | $11,058+49.6% | $7,775+112.8% |