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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 | $281,793 | $73,978+280.9% | $96,515+192.0% | $75,173+274.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.46% | 26.72%-4.3pp | 35.73%-13.3pp | 160.72%-138.3pp |
| Employer contribution / active EE | $4,719 | $2,931+61.0% | $3,740+26.2% | $2,671+76.7% |
| Participant deferral / active EE | $9,626 | $3,660+163.0% | $4,880+97.3% | $4,126+133.3% |
| Admin fee / account holder | $18,969 | $5,219+263.5% | $6,735+181.6% | $5,651+235.7% |