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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 | $396,537 | $91,198+334.8% | $178,503+122.1% | $79,856+396.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.36% | 24.20%-10.8pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $10,595 | $3,257+225.4% | $5,011+111.4% | $2,471+328.8% |
| Participant deferral / active EE | $6,688 | $3,237+106.6% | $5,202+28.6% | $3,741+78.8% |
| Admin fee / account holder | $6,926 | $6,748+2.6% | $13,987-50.5% | $5,306+30.5% |