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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 | $399,690 | $84,236+374.5% | $170,435+134.5% | $70,126+470.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.45% | 23.06%-1.6pp | 205.94%-184.5pp | 73.15%-51.7pp |
| Employer contribution / active EE | $15,656 | $3,387+362.2% | $5,432+188.2% | $2,343+568.4% |
| Participant deferral / active EE | $11,555 | $3,086+274.4% | $4,939+133.9% | $3,332+246.8% |
| Admin fee / account holder | $11,964 | $5,698+110.0% | $13,881-13.8% | $4,645+157.5% |