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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 | $303,383 | $98,776+207.1% | $149,745+102.6% | $79,856+279.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.19% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $7,770 | $3,217+141.5% | $4,646+67.3% | $2,471+214.4% |
| Participant deferral / active EE | $9,751 | $5,681+71.6% | $6,843+42.5% | $3,741+160.7% |
| Admin fee / account holder | $9,504 | $6,053+57.0% | $9,312+2.1% | $5,306+79.1% |