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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 | $397,034 | $84,236+371.3% | $170,435+133.0% | $70,126+466.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.87% | 23.06%+0.8pp | 205.94%-182.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $11,274 | $3,387+232.9% | $5,432+107.5% | $2,343+381.3% |
| Participant deferral / active EE | $1,430 | $3,086-53.7% | $4,939-71.1% | $3,332-57.1% |
| Admin fee / account holder | $23,457 | $5,698+311.7% | $13,881+69.0% | $4,645+404.9% |