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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 | $282,305 | $106,749+164.5% | $145,433+94.1% | $82,448+242.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $9,637 | $3,444+179.8% | $4,554+111.6% | $2,551+277.8% |
| Participant deferral / active EE | $9,211 | $6,519+41.3% | $7,897+16.6% | $4,139+122.5% |
| Admin fee / account holder | $6,443 | $8,390-23.2% | $13,129-50.9% | $7,234-10.9% |