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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 | $373,812 | $77,472+382.5% | $100,415+272.3% | $80,959+361.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 12.70% | 37.26%-24.6pp | 49.47%-36.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $17,942 | $2,800+540.7% | $3,943+355.1% | $2,757+550.8% |
| Participant deferral / active EE | $12,922 | $6,818+89.5% | $8,091+59.7% | $4,300+200.5% |
| Admin fee / account holder | $6,216 | $5,885+5.6% | $7,906-21.4% | $6,925-10.2% |