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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 | $363,357 | $77,817+366.9% | $123,553+194.1% | $64,173+466.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.91% | 12.49%-1.6pp | 119.21%-108.3pp | 7.63%+3.3pp |
| Employer contribution / active EE | $7,768 | $3,014+157.7% | $4,628+67.9% | $2,381+226.3% |
| Participant deferral / active EE | $8,960 | $5,240+71.0% | $6,426+39.4% | $3,470+158.2% |
| Admin fee / account holder | $10,256 | $5,519+85.8% | $9,284+10.5% | $4,887+109.8% |