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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 | $393,185 | $106,247+270.1% | $96,515+307.4% | $139,466+181.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.87% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $6,276 | $4,106+52.9% | $3,740+67.8% | $4,754+32.0% |
| Participant deferral / active EE | $10,765 | $5,456+97.3% | $4,880+120.6% | $6,712+60.4% |
| Admin fee / account holder | $34,744 | $7,885+340.6% | $6,735+415.8% | $11,409+204.5% |