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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 | $81,276+478.5% | $155,574+202.2% | $80,925+481.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.31% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $8,175 | $3,103+163.5% | $4,676+74.8% | $2,756+196.6% |
| Participant deferral / active EE | $5,789 | $3,453+67.7% | $5,629+2.8% | $4,299+34.7% |
| Admin fee / account holder | $13,734 | $7,993+71.8% | $15,914-13.7% | $6,940+97.9% |