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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 | $454,677 | $81,504+457.9% | $102,437+343.9% | $80,959+461.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.37% | 25.60%-11.2pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $8,654 | $3,104+178.8% | $3,871+123.6% | $2,757+213.9% |
| Participant deferral / active EE | $14,848 | $3,871+283.6% | $5,060+193.4% | $4,300+245.3% |
| Admin fee / account holder | $35,762 | $6,719+432.2% | $8,388+326.3% | $6,925+416.4% |