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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 | $306,139 | $87,106+251.5% | $105,607+189.9% | $80,935+278.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.63% | 17.01%-4.4pp | 116.11%-103.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $18,205 | $2,396+659.7% | $3,167+474.9% | $2,757+560.4% |
| Participant deferral / active EE | $11,857 | $3,986+197.5% | $5,011+136.6% | $4,299+175.8% |
| Admin fee / account holder | $5,462 | $8,447-35.3% | $10,958-50.2% | $6,924-21.1% |