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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 | $325,426 | $79,961+307.0% | $98,462+230.5% | $75,177+332.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.17%-7.9pp | 160.75%-147.5pp |
| Employer contribution / active EE | $8,308 | $2,264+266.9% | $3,049+172.5% | $2,671+211.1% |
| Participant deferral / active EE | $12,445 | $3,753+231.6% | $4,738+162.6% | $4,126+201.6% |
| Admin fee / account holder | $11,943 | $6,842+74.5% | $8,875+34.6% | $5,651+111.3% |