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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 | $285,223 | $84,236+238.6% | $170,435+67.4% | $70,126+306.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.97% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $8,196 | $3,387+142.0% | $5,432+50.9% | $2,343+249.9% |
| Participant deferral / active EE | $9,308 | $3,086+201.6% | $4,939+88.4% | $3,332+179.4% |
| Admin fee / account holder | $12,597 | $5,698+121.1% | $13,881-9.3% | $4,645+171.2% |