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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 | $429,741 | $89,367+380.9% | $141,191+204.4% | $72,975+488.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.43% | 111.87%-87.4pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $8,254 | $3,115+165.0% | $4,736+74.3% | $2,440+238.3% |
| Participant deferral / active EE | $12,488 | $5,419+130.5% | $6,710+86.1% | $3,608+246.2% |
| Admin fee / account holder | $10,453 | $5,957+75.5% | $10,264+1.8% | $5,124+104.0% |