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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 | $338,735 | $99,345+241.0% | $84,753+299.7% | $273,972+23.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.91% | 22.93%-20.0pp | 22.78%-19.9pp | 41.46%-38.5pp |
| Employer contribution / active EE | $15,946 | $4,214+278.4% | $3,574+346.1% | $4,869+227.5% |
| Participant deferral / active EE | $12,304 | $4,270+188.2% | $3,712+231.5% | $5,287+132.7% |
| Admin fee / account holder | $36,723 | $6,645+452.6% | $5,333+588.6% | $10,133+262.4% |