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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 | $321,109 | $95,383+236.7% | $185,837+72.8% | $85,856+274.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.04% | 23.59%+0.5pp | 122.08%-98.0pp | 318.58%-294.5pp |
| Employer contribution / active EE | $8,314 | $3,313+150.9% | $5,168+60.9% | $2,565+224.1% |
| Participant deferral / active EE | $6,506 | $3,423+90.0% | $5,568+16.8% | $3,952+64.6% |
| Admin fee / account holder | $4,570 | $7,213-36.6% | $16,241-71.9% | $6,261-27.0% |