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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 | $443,676 | $104,709+323.7% | $85,705+417.7% | $167,553+164.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.85% | 21.45%-9.6pp | 21.49%-9.6pp | 478.89%-467.0pp |
| Employer contribution / active EE | $17,910 | $3,338+436.5% | $2,619+583.9% | $4,840+270.1% |
| Participant deferral / active EE | $4,682 | $4,827-3.0% | $3,924+19.3% | $6,343-26.2% |
| Admin fee / account holder | $13,549 | $10,036+35.0% | $6,877+97.0% | $12,316+10.0% |