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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 | $274,841 | $93,589+193.7% | $135,942+102.2% | $75,181+265.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.79% | 30.90%-10.1pp | 68.28%-47.5pp | 160.69%-139.9pp |
| Employer contribution / active EE | $8,592 | $3,537+142.9% | $4,858+76.9% | $2,671+221.7% |
| Participant deferral / active EE | $9,685 | $6,405+51.2% | $7,759+24.8% | $4,126+134.7% |
| Admin fee / account holder | $583 | $6,977-91.6% | $10,764-94.6% | $5,650-89.7% |