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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 | $340,347 | $77,920+336.8% | $149,723+127.3% | $75,177+352.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.37% | 31.72%-12.4pp | 134.50%-115.1pp | 160.75%-141.4pp |
| Employer contribution / active EE | $6,798 | $3,138+116.6% | $4,821+41.0% | $2,671+154.5% |
| Participant deferral / active EE | $5,037 | $3,411+47.7% | $5,682-11.4% | $4,126+22.1% |
| Admin fee / account holder | $7,267 | $5,951+22.1% | $13,215-45.0% | $5,651+28.6% |