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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 | $486,351 | $77,920+524.2% | $149,723+224.8% | $75,177+546.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.66% | 31.72%-16.1pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $4,787 | $3,138+52.5% | $4,821-0.7% | $2,671+79.2% |
| Participant deferral / active EE | $10,138 | $3,411+197.2% | $5,682+78.4% | $4,126+145.7% |
| Admin fee / account holder | $9,126 | $5,951+53.4% | $13,215-30.9% | $5,651+61.5% |