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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 | $291,755 | $77,814+274.9% | $158,223+84.4% | $86,983+235.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 17.02% | 30.54%-13.5pp | 52.09%-35.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $11,111 | $2,592+328.6% | $4,109+170.4% | $2,584+329.9% |
| Participant deferral / active EE | $8,344 | $3,270+155.2% | $5,467+52.6% | $4,194+99.0% |
| Admin fee / account holder | $12,083 | $5,879+105.5% | $16,047-24.7% | $7,856+53.8% |