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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 | $81,331+478.2% | $155,534+202.3% | $80,935+481.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.31% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $8,175 | $3,105+163.3% | $4,675+74.9% | $2,757+196.6% |
| Participant deferral / active EE | $5,789 | $3,454+67.6% | $5,630+2.8% | $4,299+34.7% |
| Admin fee / account holder | $13,734 | $7,999+71.7% | $15,900-13.6% | $6,924+98.3% |