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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 | $312,453 | $77,901+301.1% | $149,717+108.7% | $75,181+315.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.05% | 31.73%-14.7pp | 134.41%-117.4pp | 160.69%-143.6pp |
| Employer contribution / active EE | $9,382 | $3,137+199.0% | $4,820+94.7% | $2,671+251.3% |
| Participant deferral / active EE | $5,589 | $3,411+63.9% | $5,682-1.6% | $4,126+35.5% |
| Admin fee / account holder | $12,720 | $5,949+113.8% | $13,213-3.7% | $5,650+125.1% |