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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 | $253,988 | $77,814+226.4% | $158,223+60.5% | $86,983+192.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.62% | 30.54%-17.9pp | 52.09%-39.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $6,818 | $2,592+163.0% | $4,109+65.9% | $2,584+163.8% |
| Participant deferral / active EE | $6,636 | $3,270+103.0% | $5,467+21.4% | $4,194+58.2% |
| Admin fee / account holder | $1,403 | $5,879-76.1% | $16,047-91.3% | $7,856-82.1% |