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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 | $261,709 | $57,073+358.6% | $85,126+207.4% | $80,925+223.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 18.78% | 21.69%-2.9pp | 66.63%-47.9pp | 35.65%-16.9pp |
| Employer contribution / active EE | $18,102 | $1,801+905.3% | $2,731+562.8% | $2,756+556.8% |
| Participant deferral / active EE | $15,371 | $3,113+393.7% | $4,523+239.8% | $4,299+257.6% |
| Admin fee / account holder | $15,168 | $4,988+204.1% | $6,160+146.2% | $6,940+118.6% |