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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 | $328,623 | $112,729+191.5% | $98,716+232.9% | $137,256+139.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.72% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $15,353 | $2,725+463.4% | $2,279+573.8% | $4,156+269.4% |
| Participant deferral / active EE | $6,541 | $4,640+41.0% | $4,048+61.6% | $6,407+2.1% |
| Admin fee / account holder | $17,040 | $10,129+68.2% | $8,703+95.8% | $12,270+38.9% |