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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 | $314,131 | $73,988+324.6% | $96,538+225.4% | $75,177+317.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.69% | 26.73%-13.0pp | 35.74%-22.1pp | 160.75%-147.1pp |
| Employer contribution / active EE | $9,205 | $2,930+214.1% | $3,740+146.1% | $2,671+244.6% |
| Participant deferral / active EE | $6,673 | $3,660+82.3% | $4,880+36.7% | $4,126+61.7% |
| Admin fee / account holder | $23,804 | $5,220+356.1% | $6,737+253.3% | $5,651+321.2% |