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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 | $339,873 | $77,638+337.8% | $156,551+117.1% | $62,881+440.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 13.98% | 50.33%-36.3pp | 32.23%-18.2pp | 20.14%-6.2pp |
| Employer contribution / active EE | $6,225 | $3,444+80.8% | $5,501+13.2% | $2,281+172.9% |
| Participant deferral / active EE | $3,429 | $3,046+12.6% | $4,871-29.6% | $3,203+7.0% |
| Admin fee / account holder | $12,142 | $5,561+118.3% | $13,028-6.8% | $4,296+182.6% |