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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 | $299,898 | $86,050+248.5% | $189,758+58.0% | $94,015+219.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.11% | 17.77%-1.7pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $4,136 | $2,819+46.7% | $4,767-13.2% | $2,790+48.2% |
| Participant deferral / active EE | $8,842 | $3,349+164.0% | $5,856+51.0% | $4,249+108.1% |
| Admin fee / account holder | $12,639 | $6,627+90.7% | $20,388-38.0% | $8,951+41.2% |