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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 | $292,362 | $106,749+173.9% | $145,433+101.0% | $82,448+254.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.22% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,890 | $3,444+71.0% | $4,554+29.3% | $2,551+130.9% |
| Participant deferral / active EE | $13,066 | $6,519+100.4% | $7,897+65.4% | $4,139+215.7% |
| Admin fee / account holder | $444 | $8,390-94.7% | $13,129-96.6% | $7,234-93.9% |