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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 | $330,328 | $57,119+478.3% | $85,187+287.8% | $80,935+308.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 11.15% | 21.70%-10.6pp | 66.67%-55.5pp | 35.66%-24.5pp |
| Employer contribution / active EE | $14,252 | $1,802+691.1% | $2,732+421.6% | $2,757+417.0% |
| Participant deferral / active EE | $7,005 | $3,115+124.9% | $4,525+54.8% | $4,299+62.9% |
| Admin fee / account holder | $28,926 | $4,990+479.7% | $6,162+369.4% | $6,924+317.7% |