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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 | $288,713 | $75,541+282.2% | $152,093+89.8% | $82,637+249.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.46% | 32.56%-14.1pp | 66.36%-47.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $13,400 | $2,622+411.0% | $4,175+221.0% | $2,552+425.0% |
| Participant deferral / active EE | $5,338 | $3,206+66.5% | $5,451-2.1% | $4,126+29.4% |
| Admin fee / account holder | $5,961 | $6,405-6.9% | $14,497-58.9% | $7,339-18.8% |