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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 | $350,782 | $162,529+115.8% | $130,788+168.2% | $154,746+126.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.61% | 510.48%-496.9pp | 386.44%-372.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $5,582 | $4,447+25.5% | $3,558+56.9% | $4,379+27.5% |
| Participant deferral / active EE | $19,282 | $4,808+301.0% | $4,137+366.1% | $6,730+186.5% |
| Admin fee / account holder | $2,911 | $7,669-62.0% | $6,673-56.4% | $14,365-79.7% |