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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 | $470,219 | $81,358+478.0% | $155,556+202.3% | $80,959+480.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.31% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $8,175 | $3,106+163.2% | $4,675+74.8% | $2,757+196.5% |
| Participant deferral / active EE | $5,789 | $3,455+67.5% | $5,631+2.8% | $4,300+34.6% |
| Admin fee / account holder | $13,734 | $7,994+71.8% | $15,885-13.5% | $6,925+98.3% |