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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 | $288,791 | $81,358+255.0% | $155,556+85.7% | $80,959+256.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.53% | 33.39%-11.9pp | 64.84%-43.3pp | 35.67%-14.1pp |
| Employer contribution / active EE | $6,070 | $3,106+95.4% | $4,675+29.8% | $2,757+120.2% |
| Participant deferral / active EE | $4,538 | $3,455+31.3% | $5,631-19.4% | $4,300+5.5% |
| Admin fee / account holder | $24,615 | $7,994+207.9% | $15,885+55.0% | $6,925+255.4% |