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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 | $258,531 | $81,276+218.1% | $155,574+66.2% | $80,925+219.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.32% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $9,712 | $3,103+213.0% | $4,676+107.7% | $2,756+252.4% |
| Participant deferral / active EE | $9,666 | $3,453+180.0% | $5,629+71.7% | $4,299+124.9% |
| Admin fee / account holder | $14,649 | $7,993+83.3% | $15,914-7.9% | $6,940+111.1% |