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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 | $284,060 | $91,559+210.2% | $133,971+112.0% | $79,852+255.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.05% | 61.85%-49.8pp | 45.09%-33.0pp | 31.72%-19.7pp |
| Employer contribution / active EE | $6,649 | $2,384+178.9% | $3,919+69.7% | $2,471+169.1% |
| Participant deferral / active EE | $5,294 | $3,734+41.8% | $5,047+4.9% | $3,740+41.5% |
| Admin fee / account holder | $7,763 | $6,321+22.8% | $8,929-13.1% | $5,306+46.3% |