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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 | $253,225 | $65,367+287.4% | $92,915+172.5% | $72,976+247.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.07% | 42.11%-21.0pp | 109.45%-88.4pp | 81.02%-59.9pp |
| Employer contribution / active EE | $5,640 | $2,594+117.4% | $3,653+54.4% | $2,440+131.1% |
| Participant deferral / active EE | $6,323 | $3,128+102.1% | $4,238+49.2% | $3,608+75.3% |
| Admin fee / account holder | $1,607 | $4,251-62.2% | $5,796-72.3% | $5,124-68.6% |