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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 | $260,401 | $81,233+220.6% | $155,567+67.4% | $80,874+222.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.92% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $19,973 | $3,101+544.1% | $4,674+327.3% | $2,756+624.8% |
| Participant deferral / active EE | $13,199 | $3,452+282.3% | $5,628+134.5% | $4,297+207.2% |
| Admin fee / account holder | $50,894 | $7,998+536.4% | $15,916+219.8% | $6,935+633.8% |