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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 | $278,483 | $81,358+242.3% | $155,556+79.0% | $80,959+244.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.83% | 33.39%-12.6pp | 64.84%-44.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $11,172 | $3,106+259.7% | $4,675+139.0% | $2,757+305.2% |
| Participant deferral / active EE | $8,594 | $3,455+148.7% | $5,631+52.6% | $4,300+99.8% |
| Admin fee / account holder | $2,320 | $7,994-71.0% | $15,885-85.4% | $6,925-66.5% |