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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 | $346,977 | $135,956+155.2% | $123,894+180.1% | $273,972+26.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.79% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $18,750 | $5,170+262.7% | $4,617+306.1% | $4,869+285.1% |
| Participant deferral / active EE | $13,618 | $6,343+114.7% | $5,984+127.6% | $5,287+157.6% |
| Admin fee / account holder | $3,159 | $9,817-67.8% | $8,357-62.2% | $10,133-68.8% |