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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 | $351,260 | $64,324+446.1% | $118,914+195.4% | $79,856+339.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 19.95% | 86.45%-66.5pp | 35.89%-15.9pp | 31.71%-11.8pp |
| Employer contribution / active EE | $6,939 | $1,836+277.9% | $3,264+112.6% | $2,471+180.8% |
| Participant deferral / active EE | $9,231 | $2,824+226.9% | $4,266+116.4% | $3,741+146.8% |
| Admin fee / account holder | $2,332 | $4,040-42.3% | $6,582-64.6% | $5,306-56.1% |