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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 | $276,025 | $99,994+176.0% | $146,647+88.2% | $85,851+221.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.27% | 18.93%-5.7pp | 22.75%-9.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $5,705 | $2,559+122.9% | $4,137+37.9% | $2,565+122.4% |
| Participant deferral / active EE | $12,937 | $4,006+222.9% | $5,506+134.9% | $3,952+227.3% |
| Admin fee / account holder | $6,029 | $7,703-21.7% | $10,281-41.4% | $6,261-3.7% |