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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 | $338,454 | $70,486+380.2% | $100,528+236.7% | $79,852+323.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.84% | 21.90%-6.1pp | 30.90%-15.1pp | 31.72%-15.9pp |
| Employer contribution / active EE | $9,356 | $2,165+332.2% | $3,419+173.7% | $2,471+278.6% |
| Participant deferral / active EE | $10,198 | $5,182+96.8% | $6,271+62.6% | $3,740+172.6% |
| Admin fee / account holder | $6,250 | $4,480+39.5% | $8,084-22.7% | $5,306+17.8% |