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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 | $285,560 | $81,331+251.1% | $155,534+83.6% | $80,935+252.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.19% | 33.37%-14.2pp | 64.92%-45.7pp | 35.66%-16.5pp |
| Employer contribution / active EE | $8,610 | $3,105+177.3% | $4,675+84.2% | $2,757+212.3% |
| Participant deferral / active EE | $7,449 | $3,454+115.6% | $5,630+32.3% | $4,299+73.2% |
| Admin fee / account holder | $4,088 | $7,999-48.9% | $15,900-74.3% | $6,924-41.0% |