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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 | $438,684 | $81,504+438.2% | $102,437+328.2% | $80,959+441.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.23% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $23,871 | $3,104+669.2% | $3,871+516.7% | $2,757+765.8% |
| Participant deferral / active EE | $14,886 | $3,871+284.6% | $5,060+194.2% | $4,300+246.2% |
| Admin fee / account holder | $15,640 | $6,719+132.8% | $8,388+86.5% | $6,925+125.8% |