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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 | $81,358+220.1% | $155,556+67.4% | $80,959+221.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $19,973 | $3,106+543.0% | $4,675+327.2% | $2,757+624.4% |
| Participant deferral / active EE | $13,199 | $3,455+282.0% | $5,631+134.4% | $4,300+206.9% |
| Admin fee / account holder | $50,894 | $7,994+536.7% | $15,885+220.4% | $6,925+634.9% |