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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 | $378,619 | $81,358+365.4% | $155,556+143.4% | $80,959+367.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.96% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $28,113 | $3,106+805.0% | $4,675+501.3% | $2,757+919.6% |
| Participant deferral / active EE | $6,403 | $3,455+85.3% | $5,631+13.7% | $4,300+48.9% |
| Admin fee / account holder | $9,272 | $7,994+16.0% | $15,885-41.6% | $6,925+33.9% |