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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 | $464,525 | $81,358+471.0% | $155,556+198.6% | $80,959+473.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.02% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $14,537 | $3,106+368.0% | $4,675+210.9% | $2,757+427.3% |
| Participant deferral / active EE | $4,925 | $3,455+42.5% | $5,631-12.5% | $4,300+14.5% |
| Admin fee / account holder | $13,040 | $7,994+63.1% | $15,885-17.9% | $6,925+88.3% |