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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 | $268,304 | $75,541+255.2% | $152,093+76.4% | $82,637+224.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.42% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $19,757 | $2,622+653.4% | $4,175+373.2% | $2,552+674.1% |
| Participant deferral / active EE | $17,217 | $3,206+437.1% | $5,451+215.8% | $4,126+317.3% |
| Admin fee / account holder | $33,209 | $6,405+418.5% | $14,497+129.1% | $7,339+352.5% |