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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 | $252,675 | $78,423+222.2% | $95,964+163.3% | $79,856+216.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.09% | 19.37%-8.3pp | 91.64%-80.6pp | 31.71%-20.6pp |
| Employer contribution / active EE | $8,559 | $1,945+340.0% | $2,541+236.8% | $2,471+246.4% |
| Participant deferral / active EE | $3,296 | $3,440-4.2% | $4,167-20.9% | $3,741-11.9% |
| Admin fee / account holder | $9,168 | $5,622+63.1% | $6,797+34.9% | $5,306+72.8% |