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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 | $254,838 | $98,776+158.0% | $149,745+70.2% | $79,856+219.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.19% | 27.38%-12.2pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,005 | $3,217+211.0% | $4,646+115.4% | $2,471+304.9% |
| Participant deferral / active EE | $6,576 | $5,681+15.7% | $6,843-3.9% | $3,741+75.8% |
| Admin fee / account holder | $2,034 | $6,053-66.4% | $9,312-78.2% | $5,306-61.7% |