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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 | $266,499 | $124,425+114.2% | $112,040+137.9% | $137,256+94.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.55% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $15,911 | $3,411+366.4% | $2,954+438.6% | $4,156+282.8% |
| Participant deferral / active EE | $2,623 | $5,718-54.1% | $5,098-48.5% | $6,407-59.1% |
| Admin fee / account holder | $71,615 | $15,207+371.0% | $12,098+492.0% | $12,270+483.7% |