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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 | $285,148 | $91,559+211.4% | $133,971+112.8% | $79,852+257.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.38% | 61.85%-48.5pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $9,743 | $2,384+308.7% | $3,919+148.6% | $2,471+294.3% |
| Participant deferral / active EE | $8,703 | $3,734+133.1% | $5,047+72.4% | $3,740+132.7% |
| Admin fee / account holder | $8,844 | $6,321+39.9% | $8,929-1.0% | $5,306+66.7% |