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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 | $323,760 | $75,541+328.6% | $152,093+112.9% | $82,637+291.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.24% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $15,565 | $2,622+493.5% | $4,175+272.8% | $2,552+509.9% |
| Participant deferral / active EE | $14,492 | $3,206+352.1% | $5,451+165.8% | $4,126+251.2% |
| Admin fee / account holder | $8,898 | $6,405+38.9% | $14,497-38.6% | $7,339+21.2% |