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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 | $429,789 | $73,955+481.1% | $96,520+345.3% | $75,181+471.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.78% | 26.72%-6.9pp | 35.72%-15.9pp | 160.69%-140.9pp |
| Employer contribution / active EE | $7,784 | $2,930+165.7% | $3,739+108.2% | $2,671+191.5% |
| Participant deferral / active EE | $15,964 | $3,659+336.2% | $4,879+227.2% | $4,126+286.9% |
| Admin fee / account holder | $9,997 | $5,217+91.6% | $6,733+48.5% | $5,650+76.9% |