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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 | $363,819 | $55,889+551.0% | $76,119+378.0% | $80,935+349.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 13.79% | 20.58%-6.8pp | 361.25%-347.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $9,387 | $1,866+403.0% | $2,693+248.6% | $2,757+240.5% |
| Participant deferral / active EE | $10,632 | $3,051+248.4% | $4,259+149.6% | $4,299+147.3% |
| Admin fee / account holder | $2,465 | $5,241-53.0% | $6,421-61.6% | $6,924-64.4% |