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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 | $443,482 | $81,358+445.1% | $155,556+185.1% | $80,959+447.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.52% | 33.39%-17.9pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $10,776 | $3,106+246.9% | $4,675+130.5% | $2,757+290.8% |
| Participant deferral / active EE | $9,246 | $3,455+167.6% | $5,631+64.2% | $4,300+115.0% |
| Admin fee / account holder | $4,301 | $7,994-46.2% | $15,885-72.9% | $6,925-37.9% |