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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 | $331,763 | $84,236+293.8% | $170,435+94.7% | $70,126+373.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.50% | 23.06%-5.6pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $21,452 | $3,387+533.3% | $5,432+294.9% | $2,343+815.8% |
| Participant deferral / active EE | $12,681 | $3,086+310.9% | $4,939+156.7% | $3,332+280.6% |
| Admin fee / account holder | $31,886 | $5,698+459.6% | $13,881+129.7% | $4,645+586.4% |