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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 | $318,432 | $111,535+185.5% | $105,223+202.6% | $137,256+132.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.69% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $18,782 | $3,939+376.8% | $3,689+409.2% | $4,156+351.9% |
| Participant deferral / active EE | $10,065 | $5,500+83.0% | $5,072+98.5% | $6,407+57.1% |
| Admin fee / account holder | $616 | $9,721-93.7% | $8,859-93.0% | $12,270-95.0% |