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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 | $284,181 | $76,551+271.2% | $123,894+129.4% | $62,881+351.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $8,230 | $2,882+185.5% | $4,617+78.3% | $2,281+260.8% |
| Participant deferral / active EE | $3,645 | $4,840-24.7% | $5,984-39.1% | $3,203+13.8% |
| Admin fee / account holder | $4,966 | $4,826+2.9% | $8,357-40.6% | $4,296+15.6% |