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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 | $344,181 | $77,920+341.7% | $149,723+129.9% | $75,177+357.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.56% | 31.72%-18.2pp | 134.50%-120.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $9,002 | $3,138+186.9% | $4,821+86.7% | $2,671+237.0% |
| Participant deferral / active EE | $8,831 | $3,411+158.9% | $5,682+55.4% | $4,126+114.0% |
| Admin fee / account holder | $2,422 | $5,951-59.3% | $13,215-81.7% | $5,651-57.1% |