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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 | $432,471 | $75,541+472.5% | $152,093+184.3% | $82,637+423.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.41% | 32.56%-15.1pp | 66.36%-49.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $9,554 | $2,622+264.3% | $4,175+128.9% | $2,552+274.4% |
| Participant deferral / active EE | $11,366 | $3,206+254.6% | $5,451+108.5% | $4,126+175.5% |
| Admin fee / account holder | $5,203 | $6,405-18.8% | $14,497-64.1% | $7,339-29.1% |