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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 | $316,822 | $57,352+452.4% | $83,831+277.9% | $64,173+393.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.69% | 11.38%-3.7pp | 850.99%-843.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $8,020 | $2,546+215.1% | $3,631+120.9% | $2,381+236.9% |
| Participant deferral / active EE | $9,354 | $2,993+212.5% | $4,082+129.1% | $3,470+169.6% |
| Admin fee / account holder | $6,024 | $4,046+48.9% | $5,479+10.0% | $4,887+23.3% |