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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 | $321,872 | $123,793+160.0% | $177,848+81.0% | $79,856+303.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.21% | 22.82%-9.6pp | 48.33%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,156 | $4,095+74.7% | $5,919+20.9% | $2,471+189.6% |
| Participant deferral / active EE | $7,705 | $5,956+29.4% | $7,714-0.1% | $3,741+106.0% |
| Admin fee / account holder | $3,453 | $7,243-52.3% | $12,431-72.2% | $5,306-34.9% |