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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 | $319,621 | $76,551+317.5% | $123,894+158.0% | $62,881+408.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.69% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.5pp |
| Employer contribution / active EE | $7,110 | $2,882+146.7% | $4,617+54.0% | $2,281+211.7% |
| Participant deferral / active EE | $9,092 | $4,840+87.9% | $5,984+51.9% | $3,203+183.8% |
| Admin fee / account holder | $21,547 | $4,826+346.5% | $8,357+157.8% | $4,296+401.6% |