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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 | $380,283 | $57,590+560.3% | $86,233+341.0% | $82,448+361.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 20.54% | 22.41%-1.9pp | 61.39%-40.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $10,368 | $1,655+526.3% | $2,504+314.0% | $2,551+306.4% |
| Participant deferral / active EE | $10,065 | $3,080+226.8% | $4,559+120.8% | $4,139+143.2% |
| Admin fee / account holder | $37,152 | $4,730+685.4% | $8,342+345.4% | $7,234+413.6% |