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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 | $355,376 | $81,358+336.8% | $155,556+128.5% | $80,959+339.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.65% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $22,209 | $3,106+614.9% | $4,675+375.0% | $2,757+705.5% |
| Participant deferral / active EE | $9,266 | $3,455+168.2% | $5,631+64.6% | $4,300+115.5% |
| Admin fee / account holder | $2,344 | $7,994-70.7% | $15,885-85.2% | $6,925-66.1% |