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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 | $408,918 | $91,198+348.4% | $178,503+129.1% | $79,856+412.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.38% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $11,723 | $3,257+260.0% | $5,011+133.9% | $2,471+374.4% |
| Participant deferral / active EE | $7,232 | $3,237+123.5% | $5,202+39.0% | $3,741+93.3% |
| Admin fee / account holder | $11,169 | $6,748+65.5% | $13,987-20.1% | $5,306+110.5% |