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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 | $291,937 | $81,358+258.8% | $155,556+87.7% | $80,959+260.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.20% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $7,804 | $3,106+151.2% | $4,675+66.9% | $2,757+183.0% |
| Participant deferral / active EE | $6,572 | $3,455+90.2% | $5,631+16.7% | $4,300+52.8% |
| Admin fee / account holder | $23,162 | $7,994+189.8% | $15,885+45.8% | $6,925+234.5% |