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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 | $311,166 | $65,367+376.0% | $92,915+234.9% | $72,976+326.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.81% | 42.11%-24.3pp | 109.45%-91.6pp | 81.02%-63.2pp |
| Employer contribution / active EE | $11,727 | $2,594+352.1% | $3,653+221.0% | $2,440+380.6% |
| Participant deferral / active EE | $11,447 | $3,128+265.9% | $4,238+170.1% | $3,608+217.3% |
| Admin fee / account holder | $3,707 | $4,251-12.8% | $5,796-36.0% | $5,124-27.7% |