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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 | $341,750 | $89,370+282.4% | $141,197+142.0% | $72,976+368.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 24.55% | 111.88%-87.3pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $3,298 | $3,115+5.9% | $4,736-30.4% | $2,440+35.2% |
| Participant deferral / active EE | $8,581 | $5,419+58.4% | $6,710+27.9% | $3,608+137.8% |
| Admin fee / account holder | $3,825 | $5,957-35.8% | $10,265-62.7% | $5,124-25.4% |