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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 | $303,101 | $83,485+263.1% | $125,195+142.1% | $72,976+315.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.45% | 25.77%-6.3pp | 43.79%-24.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $6,338 | $2,346+170.2% | $3,866+63.9% | $2,440+159.8% |
| Participant deferral / active EE | $7,414 | $3,586+106.7% | $4,937+50.2% | $3,608+105.5% |
| Admin fee / account holder | $2,696 | $5,518-51.1% | $9,704-72.2% | $5,124-47.4% |