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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 | $282,790 | $48,078+488.2% | $78,676+259.4% | $62,881+349.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.58% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $20,093 | $2,015+897.4% | $2,850+605.0% | $2,281+780.9% |
| Participant deferral / active EE | $11,515 | $2,587+345.1% | $3,517+227.4% | $3,203+259.5% |
| Admin fee / account holder | $39,187 | $3,206+1122.3% | $4,510+768.9% | $4,296+812.2% |