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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 | $344,176 | $93,617+267.6% | $135,982+153.1% | $75,177+357.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.97% | 30.89%-6.9pp | 68.32%-44.4pp | 160.75%-136.8pp |
| Employer contribution / active EE | $8,796 | $3,538+148.6% | $4,859+81.0% | $2,671+229.3% |
| Participant deferral / active EE | $11,313 | $6,406+76.6% | $7,760+45.8% | $4,126+174.2% |
| Admin fee / account holder | $14,889 | $6,980+113.3% | $10,767+38.3% | $5,651+163.5% |