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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 | $348,007 | $78,423+343.8% | $95,964+262.6% | $79,856+335.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.81% | 19.37%-5.6pp | 91.64%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $14,187 | $1,945+629.3% | $2,541+458.3% | $2,471+474.1% |
| Participant deferral / active EE | $6,696 | $3,440+94.6% | $4,167+60.7% | $3,741+79.0% |
| Admin fee / account holder | $12,721 | $5,622+126.3% | $6,797+87.2% | $5,306+139.7% |