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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 | $337,504 | $93,598+260.6% | $135,974+148.2% | $75,173+349.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.75% | 30.89%-13.1pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $9,391 | $3,538+165.4% | $4,859+93.3% | $2,671+251.6% |
| Participant deferral / active EE | $11,648 | $6,405+81.8% | $7,760+50.1% | $4,126+182.3% |
| Admin fee / account holder | $1,768 | $6,978-74.7% | $10,767-83.6% | $5,651-68.7% |