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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 | $379,201 | $116,203+226.3% | $93,621+305.0% | $152,897+148.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.21% | 35.96%-18.8pp | 32.76%-15.6pp | 345.43%-328.2pp |
| Employer contribution / active EE | $10,931 | $3,219+239.6% | $2,719+302.1% | $4,764+129.5% |
| Participant deferral / active EE | $15,587 | $4,605+238.5% | $4,070+283.0% | $5,851+166.4% |
| Admin fee / account holder | $20,130 | $10,751+87.2% | $7,890+155.1% | $11,599+73.5% |