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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 | $415,947 | $77,920+433.8% | $149,723+177.8% | $75,177+453.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $10,359 | $3,138+230.1% | $4,821+114.9% | $2,671+287.8% |
| Participant deferral / active EE | $9,209 | $3,411+170.0% | $5,682+62.1% | $4,126+123.2% |
| Admin fee / account holder | $1,864 | $5,951-68.7% | $13,215-85.9% | $5,651-67.0% |