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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 | $430,114 | $75,541+469.4% | $152,093+182.8% | $82,637+420.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.75% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $8,333 | $2,622+217.8% | $4,175+99.6% | $2,552+226.5% |
| Participant deferral / active EE | $6,957 | $3,206+117.0% | $5,451+27.6% | $4,126+68.6% |
| Admin fee / account holder | $6,927 | $6,405+8.2% | $14,497-52.2% | $7,339-5.6% |