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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 | $289,620 | $81,358+256.0% | $155,556+86.2% | $80,959+257.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.58% | 33.39%-17.8pp | 64.84%-49.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $12,594 | $3,106+305.4% | $4,675+169.4% | $2,757+356.8% |
| Participant deferral / active EE | $13,048 | $3,455+277.6% | $5,631+131.7% | $4,300+203.4% |
| Admin fee / account holder | $11,511 | $7,994+44.0% | $15,885-27.5% | $6,925+66.2% |