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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 | $253,733 | $76,551+231.5% | $123,894+104.8% | $62,881+303.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,450 | $2,882+123.8% | $4,617+39.7% | $2,281+182.8% |
| Participant deferral / active EE | $11,813 | $4,840+144.1% | $5,984+97.4% | $3,203+268.8% |
| Admin fee / account holder | $28,134 | $4,826+483.0% | $8,357+236.6% | $4,296+554.9% |