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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 | $293,456 | $81,331+260.8% | $155,534+88.7% | $80,935+262.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.74% | 33.37%-22.6pp | 64.92%-54.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $12,018 | $3,105+287.1% | $4,675+157.1% | $2,757+335.9% |
| Participant deferral / active EE | $6,479 | $3,454+87.6% | $5,630+15.1% | $4,299+50.7% |
| Admin fee / account holder | $3,358 | $7,999-58.0% | $15,900-78.9% | $6,924-51.5% |