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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 | $442,062 | $86,050+413.7% | $189,758+133.0% | $94,015+370.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.22% | 17.77%-3.6pp | 52.62%-38.4pp | 17.84%-3.6pp |
| Employer contribution / active EE | $34,021 | $2,819+1106.8% | $4,767+613.8% | $2,790+1119.4% |
| Participant deferral / active EE | $21,249 | $3,349+534.5% | $5,856+262.9% | $4,249+400.0% |
| Admin fee / account holder | $144,063 | $6,627+2074.0% | $20,388+606.6% | $8,951+1509.4% |