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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 | $335,891 | $93,598+258.9% | $135,974+147.0% | $75,173+346.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.40% | 30.89%-6.5pp | 68.30%-43.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $17,878 | $3,538+405.3% | $4,859+267.9% | $2,671+569.3% |
| Participant deferral / active EE | $7,871 | $6,405+22.9% | $7,760+1.4% | $4,126+90.8% |
| Admin fee / account holder | $500 | $6,978-92.8% | $10,767-95.4% | $5,651-91.1% |