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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 | $450,863 | $86,050+424.0% | $189,758+137.6% | $94,015+379.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.38% | 17.77%-4.4pp | 52.62%-39.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $10,256 | $2,819+263.8% | $4,767+115.2% | $2,790+267.6% |
| Participant deferral / active EE | $9,643 | $3,349+188.0% | $5,856+64.7% | $4,249+126.9% |
| Admin fee / account holder | $4,394 | $6,627-33.7% | $20,388-78.4% | $8,951-50.9% |