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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 | $277,866 | $109,359+154.1% | $162,185+71.3% | $72,976+280.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.06% | 25.46%-4.4pp | 115.61%-94.5pp | 81.02%-60.0pp |
| Employer contribution / active EE | $6,608 | $3,907+69.1% | $5,613+17.7% | $2,440+170.8% |
| Participant deferral / active EE | $7,239 | $5,481+32.1% | $7,297-0.8% | $3,608+100.6% |
| Admin fee / account holder | $10,589 | $7,972+32.8% | $10,844-2.4% | $5,124+106.6% |