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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 | $81,358+446.0% | $155,556+185.6% | $80,959+448.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.95% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $26,213 | $3,106+743.8% | $4,675+460.6% | $2,757+850.7% |
| Participant deferral / active EE | $14,415 | $3,455+317.2% | $5,631+156.0% | $4,300+235.2% |
| Admin fee / account holder | $25,748 | $7,994+222.1% | $15,885+62.1% | $6,925+271.8% |