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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 | $423,450 | $117,859+259.3% | $102,438+313.4% | $145,959+190.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.27% | 31.72%-6.5pp | 29.37%-4.1pp | 561.95%-536.7pp |
| Employer contribution / active EE | $14,337 | $3,615+296.6% | $3,024+374.2% | $4,661+207.6% |
| Participant deferral / active EE | $14,921 | $5,732+160.3% | $5,054+195.3% | $6,689+123.1% |
| Admin fee / account holder | $41,713 | $13,318+213.2% | $9,448+341.5% | $13,398+211.3% |