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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 | $393,087 | $95,415+312.0% | $185,851+111.5% | $85,851+357.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.97% | 23.59%-10.6pp | 122.11%-109.1pp | 318.63%-305.7pp |
| Employer contribution / active EE | $6,373 | $3,314+92.3% | $5,168+23.3% | $2,565+148.4% |
| Participant deferral / active EE | $4,052 | $3,424+18.4% | $5,569-27.2% | $3,952+2.5% |
| Admin fee / account holder | $21,469 | $7,215+197.6% | $16,245+32.2% | $6,261+242.9% |