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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 | $466,315 | $93,598+398.2% | $135,974+242.9% | $75,173+520.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.59% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $11,970 | $3,538+238.3% | $4,859+146.4% | $2,671+348.2% |
| Participant deferral / active EE | $12,609 | $6,405+96.8% | $7,760+62.5% | $4,126+205.6% |
| Admin fee / account holder | $3,752 | $6,978-46.2% | $10,767-65.1% | $5,651-33.6% |