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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 | $433,251 | $81,276+433.1% | $155,574+178.5% | $80,925+435.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.50% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $9,908 | $3,103+219.3% | $4,676+111.9% | $2,756+259.5% |
| Participant deferral / active EE | $5,146 | $3,453+49.0% | $5,629-8.6% | $4,299+19.7% |
| Admin fee / account holder | $96,478 | $7,993+1107.0% | $15,914+506.2% | $6,940+1290.2% |