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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 | $408,249 | $101,778+301.1% | $164,975+147.5% | $80,925+404.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.19% | 16.73%+1.5pp | 70.12%-51.9pp | 35.65%-17.5pp |
| Employer contribution / active EE | $11,492 | $2,954+289.1% | $4,343+164.6% | $2,756+317.0% |
| Participant deferral / active EE | $9,695 | $4,477+116.6% | $6,033+60.7% | $4,299+125.5% |
| Admin fee / account holder | $5,341 | $8,221-35.0% | $12,688-57.9% | $6,940-23.0% |