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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 | $386,070 | $77,962+395.2% | $178,540+116.2% | $80,935+377.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.22% | 18.10%-4.9pp | 27.15%-13.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $22,764 | $2,280+898.3% | $3,953+475.9% | $2,757+725.8% |
| Participant deferral / active EE | $8,860 | $4,404+101.2% | $6,281+41.1% | $4,299+106.1% |
| Admin fee / account holder | $54,416 | $7,156+660.4% | $10,424+422.0% | $6,924+685.9% |