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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 | $376,172 | $77,814+383.4% | $158,223+137.7% | $86,983+332.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.49% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $17,112 | $2,592+560.2% | $4,109+316.5% | $2,584+562.1% |
| Participant deferral / active EE | $10,511 | $3,270+221.5% | $5,467+92.3% | $4,194+150.6% |
| Admin fee / account holder | $33,163 | $5,879+464.1% | $16,047+106.7% | $7,856+322.1% |