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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 | $349,697 | $123,793+182.5% | $177,848+96.6% | $79,856+337.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.31% | 22.82%-9.5pp | 48.33%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $13,764 | $4,095+236.1% | $5,919+132.6% | $2,471+457.0% |
| Participant deferral / active EE | $11,663 | $5,956+95.8% | $7,714+51.2% | $3,741+211.8% |
| Admin fee / account holder | $1,095 | $7,243-84.9% | $12,431-91.2% | $5,306-79.4% |