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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 | $518,787 | $81,358+537.7% | $155,556+233.5% | $80,959+540.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.29% | 33.39%-15.1pp | 64.84%-46.5pp | 35.67%-17.4pp |
| Employer contribution / active EE | $6,153 | $3,106+98.1% | $4,675+31.6% | $2,757+123.2% |
| Participant deferral / active EE | $5,376 | $3,455+55.6% | $5,631-4.5% | $4,300+25.0% |
| Admin fee / account holder | $3,683 | $7,994-53.9% | $15,885-76.8% | $6,925-46.8% |