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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 | $367,449 | $57,073+543.8% | $85,126+331.7% | $80,925+354.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.92% | 21.69%-4.8pp | 66.63%-49.7pp | 35.65%-18.7pp |
| Employer contribution / active EE | $28,192 | $1,801+1465.6% | $2,731+932.2% | $2,756+922.8% |
| Participant deferral / active EE | $14,599 | $3,113+369.0% | $4,523+222.8% | $4,299+239.6% |
| Admin fee / account holder | $43,033 | $4,988+762.8% | $6,160+598.5% | $6,940+520.1% |