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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 | $276,306 | $78,670+251.2% | $109,173+153.1% | $85,847+221.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.15% | 25.09%-12.9pp | 25.75%-13.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $10,759 | $2,734+293.5% | $3,723+189.0% | $2,565+319.4% |
| Participant deferral / active EE | $4,795 | $3,467+38.3% | $4,654+3.0% | $3,952+21.3% |
| Admin fee / account holder | $18,727 | $5,469+242.4% | $6,755+177.2% | $6,261+199.1% |