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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 | $342,879 | $76,551+347.9% | $123,894+176.8% | $62,881+445.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.80% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $14,550 | $2,882+404.8% | $4,617+215.2% | $2,281+537.9% |
| Participant deferral / active EE | $2,950 | $4,840-39.1% | $5,984-50.7% | $3,203-7.9% |
| Admin fee / account holder | $12,917 | $4,826+167.7% | $8,357+54.6% | $4,296+200.7% |