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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 | $267,279 | $91,198+193.1% | $178,503+49.7% | $79,856+234.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 27.90% | 24.20%+3.7pp | 151.12%-123.2pp | 31.71%-3.8pp |
| Employer contribution / active EE | $9,412 | $3,257+189.0% | $5,011+87.8% | $2,471+280.9% |
| Participant deferral / active EE | $5,093 | $3,237+57.4% | $5,202-2.1% | $3,741+36.2% |
| Admin fee / account holder | $2,833 | $6,748-58.0% | $13,987-79.7% | $5,306-46.6% |