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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 | $87,060+251.6% | $105,591+189.9% | $80,911+278.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.63% | 17.05%-4.4pp | 116.43%-103.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $18,205 | $2,396+659.8% | $3,166+475.0% | $2,756+560.6% |
| Participant deferral / active EE | $11,857 | $3,986+197.5% | $5,008+136.7% | $4,297+175.9% |
| Admin fee / account holder | $5,462 | $8,442-35.3% | $11,024-50.5% | $6,935-21.2% |