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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 | $284,781 | $93,598+204.3% | $135,974+109.4% | $75,173+278.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.25% | 30.89%-10.6pp | 68.30%-48.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $7,931 | $3,538+124.2% | $4,859+63.2% | $2,671+197.0% |
| Participant deferral / active EE | $8,142 | $6,405+27.1% | $7,760+4.9% | $4,126+97.3% |
| Admin fee / account holder | $6,748 | $6,978-3.3% | $10,767-37.3% | $5,651+19.4% |