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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 | $444,203 | $81,276+446.5% | $155,574+185.5% | $80,925+448.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.95% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $26,213 | $3,103+744.8% | $4,676+460.6% | $2,756+851.0% |
| Participant deferral / active EE | $14,415 | $3,453+317.5% | $5,629+156.1% | $4,299+235.3% |
| Admin fee / account holder | $25,748 | $7,993+222.1% | $15,914+61.8% | $6,940+271.0% |