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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 | $270,414 | $77,920+247.0% | $149,723+80.6% | $75,177+259.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.50%-114.9pp | 160.75%-141.2pp |
| Employer contribution / active EE | $9,304 | $3,138+196.5% | $4,821+93.0% | $2,671+248.3% |
| Participant deferral / active EE | $5,922 | $3,411+73.6% | $5,682+4.2% | $4,126+43.5% |
| Admin fee / account holder | $5,682 | $5,951-4.5% | $13,215-57.0% | $5,651+0.5% |