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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 | $331,712 | $72,486+357.6% | $87,103+280.8% | $72,976+354.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.94% | 24.46%-6.5pp | 28.19%-10.3pp | 81.02%-63.1pp |
| Employer contribution / active EE | $13,857 | $1,894+631.7% | $2,521+449.6% | $2,440+467.9% |
| Participant deferral / active EE | $12,129 | $3,270+270.9% | $4,049+199.6% | $3,608+236.2% |
| Admin fee / account holder | $17,132 | $5,055+238.9% | $7,491+128.7% | $5,124+234.3% |