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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 | $339,232 | $91,559+270.5% | $133,978+153.2% | $79,856+324.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.83% | 61.85%-48.0pp | 45.10%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,939 | $2,384+23.3% | $3,919-25.0% | $2,471+18.9% |
| Participant deferral / active EE | $9,392 | $3,734+151.5% | $5,047+86.1% | $3,741+151.1% |
| Admin fee / account holder | $69,221 | $6,321+995.1% | $8,930+675.2% | $5,306+1204.5% |