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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 | $391,043 | $81,358+380.6% | $155,556+151.4% | $80,959+383.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.29% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $11,704 | $3,106+276.8% | $4,675+150.3% | $2,757+324.5% |
| Participant deferral / active EE | $10,358 | $3,455+199.8% | $5,631+84.0% | $4,300+140.9% |
| Admin fee / account holder | $6,652 | $7,994-16.8% | $15,885-58.1% | $6,925-3.9% |