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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 | $332,788 | $125,797+164.5% | $170,057+95.7% | $75,177+342.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.75% | 27.20%-13.4pp | 53.42%-39.7pp | 160.75%-147.0pp |
| Employer contribution / active EE | $7,829 | $4,616+69.6% | $6,790+15.3% | $2,671+193.1% |
| Participant deferral / active EE | $8,829 | $6,838+29.1% | $10,411-15.2% | $4,126+114.0% |
| Admin fee / account holder | $73,332 | $8,177+796.9% | $12,826+471.7% | $5,651+1197.6% |