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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 | $356,042 | $99,875+256.5% | $146,866+142.4% | $86,983+309.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.08% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.7pp |
| Employer contribution / active EE | $13,786 | $3,224+327.6% | $4,425+211.6% | $2,584+433.4% |
| Participant deferral / active EE | $15,584 | $6,322+146.5% | $7,759+100.8% | $4,194+271.6% |
| Admin fee / account holder | $2,625 | $7,838-66.5% | $13,620-80.7% | $7,856-66.6% |