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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 | $400,472 | $65,367+512.7% | $92,915+331.0% | $72,976+448.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 33.46% | 42.11%-8.7pp | 109.45%-76.0pp | 81.02%-47.6pp |
| Employer contribution / active EE | $7,648 | $2,594+194.8% | $3,653+109.3% | $2,440+213.4% |
| Participant deferral / active EE | $15,295 | $3,128+388.9% | $4,238+260.9% | $3,608+324.0% |
| Admin fee / account holder | $2,182 | $4,251-48.7% | $5,796-62.3% | $5,124-57.4% |