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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 | $384,993 | $110,083+249.7% | $151,645+153.9% | $68,490+462.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 19.04% | -10.12%+29.2pp | 3.34%+15.7pp | -7.85%+26.9pp |
| Employer contribution / active EE | $33,885 | $4,470+658.1% | $6,165+449.6% | $2,597+1204.9% |
| Participant deferral / active EE | $18,535 | $6,526+184.0% | $8,363+121.6% | $4,028+360.2% |
| Admin fee / account holder | $17,021 | $7,718+120.5% | $11,614+46.6% | $5,403+215.0% |