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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 | $252,734 | $101,778+148.3% | $164,975+53.2% | $80,925+212.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.98% | 16.73%-3.7pp | 70.12%-57.1pp | 35.65%-22.7pp |
| Employer contribution / active EE | $8,345 | $2,954+182.5% | $4,343+92.2% | $2,756+202.8% |
| Participant deferral / active EE | $13,438 | $4,477+200.2% | $6,033+122.7% | $4,299+212.6% |
| Admin fee / account holder | $60,737 | $8,221+638.8% | $12,688+378.7% | $6,940+775.2% |