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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 | $314,806 | $76,551+311.2% | $123,894+154.1% | $62,881+400.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $9,069 | $2,882+214.6% | $4,617+96.4% | $2,281+297.6% |
| Participant deferral / active EE | $7,981 | $4,840+64.9% | $5,984+33.4% | $3,203+149.2% |
| Admin fee / account holder | $122,517 | $4,826+2438.8% | $8,357+1366.0% | $4,296+2752.1% |