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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 | $286,969 | $78,423+265.9% | $95,964+199.0% | $79,856+259.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.37% | 19.37%-1.0pp | 91.64%-73.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $14,494 | $1,945+645.0% | $2,541+470.3% | $2,471+486.5% |
| Participant deferral / active EE | $3,495 | $3,440+1.6% | $4,167-16.1% | $3,741-6.6% |
| Admin fee / account holder | $3,581 | $5,622-36.3% | $6,797-47.3% | $5,306-32.5% |