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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 | $309,382 | $81,358+280.3% | $155,556+98.9% | $80,959+282.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.02% | 33.39%-17.4pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,482 | $3,106-20.1% | $4,675-46.9% | $2,757-10.0% |
| Participant deferral / active EE | $4,943 | $3,455+43.1% | $5,631-12.2% | $4,300+14.9% |
| Admin fee / account holder | $28,266 | $7,994+253.6% | $15,885+77.9% | $6,925+308.2% |