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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 | $396,192 | $77,920+408.5% | $149,723+164.6% | $75,177+427.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.71% | 31.72%-17.0pp | 134.50%-119.8pp | 160.75%-146.0pp |
| Employer contribution / active EE | $15,068 | $3,138+380.1% | $4,821+212.5% | $2,671+464.1% |
| Participant deferral / active EE | $5,612 | $3,411+64.5% | $5,682-1.2% | $4,126+36.0% |
| Admin fee / account holder | $26,548 | $5,951+346.1% | $13,215+100.9% | $5,651+369.8% |