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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 | $382,987 | $81,358+370.7% | $155,556+146.2% | $80,959+373.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.05% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $6,567 | $3,106+111.4% | $4,675+40.5% | $2,757+138.2% |
| Participant deferral / active EE | $6,247 | $3,455+80.8% | $5,631+10.9% | $4,300+45.3% |
| Admin fee / account holder | $15,679 | $7,994+96.1% | $15,885-1.3% | $6,925+126.4% |