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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 | $341,024 | $106,749+219.5% | $145,433+134.5% | $82,448+313.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.98% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $16,182 | $3,444+369.8% | $4,554+255.3% | $2,551+534.4% |
| Participant deferral / active EE | $14,425 | $6,519+121.3% | $7,897+82.7% | $4,139+248.5% |
| Admin fee / account holder | $53,003 | $8,390+531.8% | $13,129+303.7% | $7,234+632.7% |