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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 | $412,254 | $93,598+340.5% | $135,974+203.2% | $75,173+448.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.95% | 30.89%-11.9pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $11,228 | $3,538+217.4% | $4,859+131.1% | $2,671+320.4% |
| Participant deferral / active EE | $7,630 | $6,405+19.1% | $7,760-1.7% | $4,126+84.9% |
| Admin fee / account holder | $12,552 | $6,978+79.9% | $10,767+16.6% | $5,651+122.1% |