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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 | $282,736 | $77,908+262.9% | $149,696+88.9% | $75,173+276.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.82% | 31.73%-13.9pp | 134.46%-116.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $8,956 | $3,138+185.4% | $4,821+85.8% | $2,671+235.3% |
| Participant deferral / active EE | $6,567 | $3,411+92.5% | $5,682+15.6% | $4,126+59.1% |
| Admin fee / account holder | $4,231 | $5,950-28.9% | $13,212-68.0% | $5,651-25.1% |