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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 | $262,991 | $132,820+98.0% | $342,983-23.3% | $132,820+98.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 88.2%+11.8pp | 74.3%+25.7pp |
| Annual return | 12.93% | 14.82%-1.9pp | -2.60%+15.5pp | 14.82%-1.9pp |
| Employer contribution / active EE | $4,522 | $4,144+9.1% | $7,825-42.2% | $4,144+9.1% |
| Participant deferral / active EE | $10,915 | $3,980+174.2% | $6,109+78.7% | $3,980+174.2% |
| Admin fee / account holder | $57,734 | $11,722+392.5% | $22,391+157.8% | $11,722+392.5% |