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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 | $302,913 | $66,402+356.2% | $109,907+175.6% | $85,847+252.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 15.95% | 19.59%-3.6pp | 29.46%-13.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $7,880 | $1,687+367.1% | $2,844+177.1% | $2,565+207.2% |
| Participant deferral / active EE | $6,558 | $2,842+130.7% | $4,047+62.1% | $3,952+65.9% |
| Admin fee / account holder | $6,527 | $4,557+43.2% | $6,069+7.5% | $6,261+4.2% |