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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 | $382,316 | $99,994+282.3% | $146,647+160.7% | $85,851+345.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 24.20% | 18.93%+5.3pp | 22.75%+1.5pp | 318.63%-294.4pp |
| Employer contribution / active EE | $8,734 | $2,559+241.3% | $4,137+111.1% | $2,565+240.5% |
| Participant deferral / active EE | $9,570 | $4,006+138.9% | $5,506+73.8% | $3,952+142.1% |
| Admin fee / account holder | $2,303 | $7,703-70.1% | $10,281-77.6% | $6,261-63.2% |