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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 | $290,749 | $96,289+202.0% | $213,469+36.2% | $87,485+232.3% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 15.27% | 17.78%-2.5pp | 20.58%-5.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $10,997 | $3,035+262.3% | $4,994+120.2% | $2,596+323.6% |
| Participant deferral / active EE | $5,228 | $4,750+10.1% | $6,841-23.6% | $4,274+22.3% |
| Admin fee / account holder | $2,636 | $9,670-72.7% | $27,141-90.3% | $7,775-66.1% |