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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 | $251,403 | $70,430+257.0% | $96,572+160.3% | $85,851+192.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.97% | 18.58%-2.6pp | 37.79%-21.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $8,876 | $1,413+528.1% | $2,357+276.5% | $2,565+246.0% |
| Participant deferral / active EE | $7,930 | $2,894+174.0% | $3,850+106.0% | $3,952+100.6% |
| Admin fee / account holder | $9,533 | $4,996+90.8% | $6,183+54.2% | $6,261+52.3% |