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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 | $296,515 | $51,207+479.1% | $70,565+320.2% | $75,177+294.4% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 17.24% | 30.05%-12.8pp | 32.79%-15.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $9,210 | $1,826+404.2% | $2,976+209.5% | $2,671+244.8% |
| Participant deferral / active EE | $9,736 | $2,850+241.6% | $4,568+113.1% | $4,126+135.9% |
| Admin fee / account holder | $12,807 | $4,097+212.6% | $6,430+99.2% | $5,651+126.6% |