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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 | $290,519 | $109,620+165.0% | $148,496+95.6% | $94,015+209.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 16.26% | 17.54%-1.3pp | 12.33%+3.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $12,563 | $2,618+379.9% | $3,497+259.2% | $2,790+350.3% |
| Participant deferral / active EE | $20,080 | $3,831+424.1% | $4,808+317.6% | $4,249+372.5% |
| Admin fee / account holder | $2,288 | $10,050-77.2% | $19,547-88.3% | $8,951-74.4% |