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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 | $281,619 | $77,908+261.5% | $149,696+88.1% | $75,173+274.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.03% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $8,563 | $3,138+172.9% | $4,821+77.6% | $2,671+220.6% |
| Participant deferral / active EE | $6,464 | $3,411+89.5% | $5,682+13.8% | $4,126+56.6% |
| Admin fee / account holder | $5,586 | $5,950-6.1% | $13,212-57.7% | $5,651-1.1% |