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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 | $252,005 | $81,358+209.7% | $155,556+62.0% | $80,959+211.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.32% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $6,304 | $3,106+102.9% | $4,675+34.8% | $2,757+128.6% |
| Participant deferral / active EE | $7,759 | $3,455+124.5% | $5,631+37.8% | $4,300+80.4% |
| Admin fee / account holder | $1,597 | $7,994-80.0% | $15,885-89.9% | $6,925-76.9% |