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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 | $284,565 | $81,358+249.8% | $155,556+82.9% | $80,959+251.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.35% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $8,919 | $3,106+187.1% | $4,675+90.8% | $2,757+223.5% |
| Participant deferral / active EE | $6,088 | $3,455+76.2% | $5,631+8.1% | $4,300+41.6% |
| Admin fee / account holder | $8,399 | $7,994+5.1% | $15,885-47.1% | $6,925+21.3% |