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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 | $81,262+478.6% | $155,602+202.2% | $80,911+481.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.31% | 33.34%-22.0pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $8,175 | $3,102+163.5% | $4,675+74.9% | $2,756+196.6% |
| Participant deferral / active EE | $5,789 | $3,451+67.7% | $5,629+2.9% | $4,297+34.7% |
| Admin fee / account holder | $13,734 | $7,992+71.8% | $15,923-13.8% | $6,935+98.0% |