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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 | $252,223 | $81,331+210.1% | $155,534+62.2% | $80,935+211.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.74% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $7,273 | $3,105+134.3% | $4,675+55.6% | $2,757+163.8% |
| Participant deferral / active EE | $5,632 | $3,454+63.0% | $5,6300% | $4,299+31.0% |
| Admin fee / account holder | $3,241 | $7,999-59.5% | $15,900-79.6% | $6,924-53.2% |