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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 | $305,833 | $84,236+263.1% | $170,435+79.4% | $70,126+336.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.62% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $14,693 | $3,387+333.8% | $5,432+170.5% | $2,343+527.3% |
| Participant deferral / active EE | $4,795 | $3,086+55.4% | $4,939-2.9% | $3,332+43.9% |
| Admin fee / account holder | $25,864 | $5,698+353.9% | $13,881+86.3% | $4,645+456.7% |