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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 | $289,403 | $93,617+209.1% | $135,982+112.8% | $75,177+285.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.80% | 30.89%-15.1pp | 68.32%-52.5pp | 160.75%-145.0pp |
| Employer contribution / active EE | $20,586 | $3,538+481.8% | $4,859+323.7% | $2,671+670.7% |
| Participant deferral / active EE | $7,106 | $6,406+10.9% | $7,760-8.4% | $4,126+72.2% |
| Admin fee / account holder | $12,737 | $6,980+82.5% | $10,767+18.3% | $5,651+125.4% |