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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 | $393,754 | $95,406+312.7% | $185,849+111.9% | $85,847+358.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.34% | 23.59%-7.2pp | 122.10%-105.8pp | 318.61%-302.3pp |
| Employer contribution / active EE | $6,679 | $3,314+101.6% | $5,169+29.2% | $2,565+160.3% |
| Participant deferral / active EE | $5,820 | $3,424+70.0% | $5,569+4.5% | $3,952+47.3% |
| Admin fee / account holder | $6,409 | $7,214-11.2% | $16,244-60.5% | $6,261+2.4% |