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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 | $349,557 | $84,236+315.0% | $170,439+105.1% | $70,124+398.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.66% | 23.06%-8.4pp | 205.94%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,987 | $3,387+47.2% | $5,433-8.2% | $2,342+112.9% |
| Participant deferral / active EE | $7,656 | $3,086+148.1% | $4,939+55.0% | $3,332+129.8% |
| Admin fee / account holder | $10,034 | $5,698+76.1% | $13,881-27.7% | $4,645+116.0% |