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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 | $264,318 | $71,230+271.1% | $93,727+182.0% | $80,959+226.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.52% | 11.26%+0.3pp | 133.83%-122.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $7,053 | $1,565+350.6% | $2,421+191.3% | $2,757+155.8% |
| Participant deferral / active EE | $9,274 | $4,037+129.7% | $4,417+110.0% | $4,300+115.7% |
| Admin fee / account holder | $27,679 | $6,961+297.6% | $8,292+233.8% | $6,925+299.7% |