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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 | $318,154 | $76,551+315.6% | $123,894+156.8% | $62,881+406.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.72% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $10,926 | $2,882+279.1% | $4,617+136.7% | $2,281+379.0% |
| Participant deferral / active EE | $9,462 | $4,840+95.5% | $5,984+58.1% | $3,203+195.4% |
| Admin fee / account holder | $28,210 | $4,826+484.6% | $8,357+237.5% | $4,296+556.7% |