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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 | $396,150 | $47,944+726.3% | $67,834+484.0% | $62,881+530.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.42% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $14,082 | $1,562+801.5% | $2,403+485.9% | $2,281+517.4% |
| Participant deferral / active EE | $13,836 | $2,247+515.8% | $3,160+337.9% | $3,203+332.0% |
| Admin fee / account holder | $9,551 | $3,712+157.3% | $4,622+106.6% | $4,296+122.3% |