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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 | $311,706 | $106,247+193.4% | $96,515+223.0% | $139,466+123.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.10% | 38.47%-18.4pp | 35.73%-15.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $5,087 | $4,106+23.9% | $3,740+36.0% | $4,754+7.0% |
| Participant deferral / active EE | $9,471 | $5,456+73.6% | $4,880+94.1% | $6,712+41.1% |
| Admin fee / account holder | $3,529 | $7,885-55.2% | $6,735-47.6% | $11,409-69.1% |