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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 | $261,636 | $76,407+242.4% | $150,298+74.1% | $82,448+217.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.00% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $13,177 | $2,614+404.1% | $4,154+217.2% | $2,551+416.6% |
| Participant deferral / active EE | $7,431 | $3,214+131.2% | $5,453+36.3% | $4,139+79.5% |
| Admin fee / account holder | $1,997 | $6,352-68.6% | $14,116-85.8% | $7,234-72.4% |