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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 | $282,603 | $125,797+124.6% | $170,057+66.2% | $75,177+275.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.84% | 27.20%-11.4pp | 53.42%-37.6pp | 160.75%-144.9pp |
| Employer contribution / active EE | $7,777 | $4,616+68.5% | $6,790+14.5% | $2,671+191.2% |
| Participant deferral / active EE | $7,969 | $6,838+16.5% | $10,411-23.4% | $4,126+93.1% |
| Admin fee / account holder | $11,303 | $8,177+38.2% | $12,826-11.9% | $5,651+100.0% |