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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 | $321,153 | $124,980+157.0% | $108,359+196.4% | $154,746+107.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.29% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $8,041 | $2,851+182.1% | $2,399+235.1% | $4,379+83.6% |
| Participant deferral / active EE | $6,013 | $4,743+26.8% | $4,137+45.4% | $6,730-10.7% |
| Admin fee / account holder | $1,949 | $11,502-83.1% | $9,741-80.0% | $14,365-86.4% |