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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 | $318,778 | $63,082+405.3% | $81,726+290.1% | $79,856+299.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.64% | 22.66%-12.0pp | 29.49%-18.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $9,375 | $1,795+422.2% | $4,311+117.5% | $2,471+279.4% |
| Participant deferral / active EE | $2,995 | $2,780+7.7% | $7,108-57.9% | $3,741-19.9% |
| Admin fee / account holder | $66,945 | $4,428+1411.8% | $5,160+1197.4% | $5,306+1161.6% |