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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 | $335,984 | $93,617+258.9% | $135,982+147.1% | $75,177+346.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.06% | 30.89%-13.8pp | 68.32%-51.3pp | 160.75%-143.7pp |
| Employer contribution / active EE | $9,059 | $3,538+156.0% | $4,859+86.4% | $2,671+239.1% |
| Participant deferral / active EE | $14,661 | $6,406+128.9% | $7,760+88.9% | $4,126+255.3% |
| Admin fee / account holder | $33,882 | $6,980+385.4% | $10,767+214.7% | $5,651+499.5% |