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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 | $366,141 | $81,331+350.2% | $155,534+135.4% | $80,935+352.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.62% | 33.37%-16.7pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $6,924 | $3,105+123.0% | $4,675+48.1% | $2,757+151.2% |
| Participant deferral / active EE | $3,825 | $3,454+10.7% | $5,630-32.1% | $4,299-11.0% |
| Admin fee / account holder | $14,845 | $7,999+85.6% | $15,900-6.6% | $6,924+114.4% |