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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 | $252,417 | $105,200+139.9% | $159,474+58.3% | $85,847+194.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.3pp |
| Employer contribution / active EE | $9,192 | $3,319+177.0% | $4,831+90.3% | $2,565+258.3% |
| Participant deferral / active EE | $7,809 | $5,946+31.3% | $7,353+6.2% | $3,952+97.6% |
| Admin fee / account holder | $966 | $6,934-86.1% | $10,802-91.1% | $6,261-84.6% |