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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 | $340,357 | $56,287+504.7% | $80,977+320.3% | $62,881+441.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.91% | 22.13%-16.2pp | 17.11%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $11,707 | $1,943+502.6% | $3,715+215.2% | $2,281+413.3% |
| Participant deferral / active EE | $11,020 | $4,196+162.7% | $5,696+93.5% | $3,203+244.1% |
| Admin fee / account holder | $2,768 | $3,742-26.0% | $5,517-49.8% | $4,296-35.6% |