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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 | $359,313 | $139,948+156.7% | $121,663+195.3% | $154,746+132.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 17.71% | 230.52%-212.8pp | 147.54%-129.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $30,743 | $3,521+773.1% | $3,020+918.0% | $4,379+602.0% |
| Participant deferral / active EE | $17,557 | $5,629+211.9% | $4,887+259.2% | $6,730+160.9% |
| Admin fee / account holder | $1,553 | $17,321-91.0% | $14,289-89.1% | $14,365-89.2% |