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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 | $256,847 | $89,259+187.8% | $107,187+139.6% | $82,637+210.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.11% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,722 | $3,080+20.9% | $3,782-1.6% | $2,552+45.9% |
| Participant deferral / active EE | $12,342 | $4,037+205.7% | $5,096+142.2% | $4,126+199.1% |
| Admin fee / account holder | $15,354 | $7,381+108.0% | $9,162+67.6% | $7,339+109.2% |