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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 | $369,927 | $81,358+354.7% | $155,556+137.8% | $80,959+356.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.68% | 33.39%-14.7pp | 64.84%-46.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $18,802 | $3,106+505.3% | $4,675+302.1% | $2,757+581.9% |
| Participant deferral / active EE | $15,974 | $3,455+362.3% | $5,631+183.7% | $4,300+271.5% |
| Admin fee / account holder | $2,256 | $7,994-71.8% | $15,885-85.8% | $6,925-67.4% |