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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 | $289,984 | $84,236+244.3% | $170,435+70.1% | $70,126+313.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.82% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $32,948 | $3,387+872.7% | $5,432+506.5% | $2,343+1306.5% |
| Participant deferral / active EE | $13,317 | $3,086+331.6% | $4,939+169.6% | $3,332+299.7% |
| Admin fee / account holder | $20,016 | $5,698+251.3% | $13,881+44.2% | $4,645+330.9% |