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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 | $322,526 | $70,418+358.0% | $96,570+234.0% | $85,847+275.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.74% | 18.59%-1.9pp | 37.79%-21.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $5,027 | $1,413+255.7% | $2,357+113.3% | $2,565+96.0% |
| Participant deferral / active EE | $6,539 | $2,894+126.0% | $3,849+69.9% | $3,952+65.5% |
| Admin fee / account holder | $7,249 | $4,995+45.1% | $6,182+17.3% | $6,261+15.8% |