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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 | $351,552 | $102,609+242.6% | $98,090+258.4% | $138,895+153.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.56% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $8,083 | $3,867+109.0% | $3,606+124.1% | $4,194+92.7% |
| Participant deferral / active EE | $18,095 | $8,167+121.6% | $7,845+130.7% | $6,396+182.9% |
| Admin fee / account holder | $54,675 | $11,434+378.2% | $11,815+362.8% | $12,562+335.2% |